Indian IT Sector Compelling with AI Transformation: Deven Choksey

• Market expert Deven Choksey sees the Indian IT sector as a compelling investment due to AI adoption and business transformation.
• Optimism stems from major IT companies integrating AI into back-end coding and new client orders for AI-led digital transformations.
• TCS and Infosys are leading this shift, creating dedicated AI modules for various industries.
• Despite H-1B visa rule questions, Choksey believes the sector's fundamentals offer a safe, improved investment.
• Projects higher single-digit to mid-double-digit revenue growth, recommending Infosys and TCS for investment.

Why It Matters: Indian IT sector offers a compelling investment case driven by AI transformation and strong growth prospects.