DSP MF’s Vinit Sambre on IT stocks and AI disruption

DSP Mutual Fund CIO Vinit Sambre said Indian IT stocks face structural changes as artificial intelligence reshapes technology spending. He noted that AI led platforms like Anthropic and Alpha tools could disrupt traditional outsourcing models. While near term challenges remain, select IT companies investing in AI capabilities may adapt over time. Investors should focus on business resilience, client relevance, and long term transformation strategies