Key Points
Ashi Anand, CIO, IME-branded strategies, Valcreate Investment Managers, says some of the deal wins are longer tenure in nature so they will take time to ramp up..
We are not seeing the revenue impact of this in the current year primarily because of that reason but as we start going into FY25, one gets some amount of tailwind of these large deal wins that we are seeing companies across the board kind of win..
Plus hopefully, there will be some kind of economic normalisation as we go into next year...
But if you look at the underlying dynamics and the underlying value creation that is happening towards digital platforms, growth is likely to sustain at very high levels over the coming decade...
We expect to see digital platforms in India outperform overall markets over the coming decade in a very similar way to what you saw the Nasdaq do over the overall markets in the US between 2010 to 2020..
