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Infosys are trading at the upper end of the PE multiple? We have spoken to a lot of CTOs of western companies over the last year or so and the picture they are giving us is that over the next four, five years, each of the top 1,000 western companies will have to digitise their own businesses. They want to take their old economy IT constructs where they had servers and server farms and so on and move to a new economic construct where the data is on the cloud, where they have data lakes and modern analytics and the whole business model gets reinvented around AI, around real time analytics to recreate supply chains which are more responsive to customer demand and to economic patterns.

United statesCity ofUnited kingdomSaurabh mukherjeaHitesh oberoiAswath damodaranLina khanSanjeev bikhchandaniJoe bidenLondon metals exchangeMarcellus investmentInfo edgeஒன்றுபட்டது மாநிலங்களில்நகரம் ஆஃப்ஒன்றுபட்டது கிஂக்டம்ஹிடேஷ் ஓபெறோய்