AI: ET World Leaders Forum: It’s people vs machines & AI will squeeze tech sector some more, says Nigel Vaz, Chief Executive, Publicis Sapient

AI: ET World Leaders Forum: It’s people vs machines & AI will squeeze tech sector some more, says Nigel Vaz, Chief Executive, Publicis Sapient

IT services companies and global capability centres (GCCs) in India are locked in a battle for talent, even as the sector faces a significant short-term headwind to reskill and upskill the workforce for keeping pace with efficiencies brought about by artificial intelligence (AI), said Nigel Vaz, chief executive, Publicis Sapient, a US-headquartered digital business transformation … Read more

JPMorgan’s China bear turns bullish, finds ‘20 to 25 pc upside’ in nation’s tech stocks

JPMorgan’s China bear turns bullish, finds ‘20 to 25 pc upside’ in nation’s tech stocks

Chinese tech shares have raced ahead of earnings, and investors expect companies to deliver in an improving economy before buying more stock, according to an analyst who once questioned the sector’s investibility. “We are still looking at roughly 20 per cent to 25 per cent of share price upside,” given improving cost structure and less … Read more