
Is the global AI trade a massive bubble waiting to burst, or just undergoing a deep correction? In this insightful conversation, Raamdeo Agrawal, Chairman & Co-founder of Motilal Oswal Financial Services, joins Business Today's Group Editor Siddharth Zarabi and Sakshi Batra to decode the future of global tech investments. Agrawal explains how funding challenges in the US AI boom could soon trigger a massive shift of global capital back to emerging markets like India. Plus, he weighs in on the Indian IT sector's turnaround, noting that while IT franchises and cash flows remain incredibly safe, the traditional headcount-driven growth model is officially dead. Watch to understand how Indian IT must reinvent itself for the AI era.