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Anand Athreya: There is an upgrade that is going to happen after the 4G gets deployed, so that is an opportunity and then the 5G radios will come after that and that is a separate tender and we hope to participate and win that too.
Aditya Narayan Mishra highlights the impact of AI, ML, cloud, and full stack development on pay packages. Global competency centers pay freshers more for problem-solving skills. Market shifts towards newer technologies, impacting attrition rates and skill demand. Further, Mishra says five years ago, the percentage of people on contract staff were less than 10%, but today it is closer to 20%.
Pratik Oswal emphasizes simplicity in passive funds like ETFs and index funds, suggesting investing without overthinking. He highlights the dominance of Nifty 50 and Sensex in passive funds due to pension funds' influence. Oswal recommends keeping basics in the portfolio. He also says, small and midcaps offer a lot more stability now than they did say 5 or 10 years ago.
Sanjiv Bhasin says Pharma is where IT was 20 years back and it became a mainstay..He further discusses the bullish outlook on Lupin and highlights the growth prospects of pharma companies like Dr Reddys. He also comments on the potential of Indian tourism in Vietnam and the othere related sectors.
Persistent Systems CEO Sandeep Kalra discusses the company's growth strategy amidst challenging market conditions, focusing on leveraging investments in generative AI and sales/marketing to achieve margin growth goals in the upcoming years. Kalra says: "We want to grow in line with what we have done in the past from an outperformance perspective and that is what we are looking at. "