Archive · 5 Jun 2025
AI Disruption to Rapidly Reshape Industries, Says Sowilo's Agarwal
Imagine robots and smart computers getting really good at doing jobs that people do now.
That's AI, and according to Sandip Agarwal, it's going to change how businesses work super fast.
He thinks this will be especially true for companies that help other companies with their computer systems (IT services).
At first, things might get a little messy as the change happens, but then these IT companies could become popular again, like a comeback.
Agarwal also thinks some IT companies that focus on research and development will grow faster than the older ones.
However, he advises that now might not be the best time to buy these stocks because they seem a bit overpriced right now.
Sandip Agarwal predicts swift and deep AI-driven disruption across industries.
He anticipates significant changes in AI adoption within the next year, particularly in IT services.
Agarwal forecasts a potential 30-40% rally in IT services stocks during the transition phase.
He anticipates faster growth for Engineering R&D (ER&D) firms compared to traditional IT services.
Agarwal cautions against fresh investments in IT stocks due to current high valuations.
- Who
- Sandip Agarwal, Fund Manager at Sowilo Investment Managers.
- What
- Sandip Agarwal believes AI will rapidly disrupt industries, particularly IT services.
- When
- Agarwal expects sharp changes in AI adoption and use within the next year.
- Where
- Not specified.
- Why
- Agarwal expects disruption to be rapid and followed by human involvement to stabilize new systems.
- Source
- Sandip Agarwal, Sowilo Investment Managers
- Disruption Speed
- Rapid
- IT Services Rally Expectation
- 30-40%
- ER&D Growth Expectation
- 14-15%
- Traditional IT Growth Expectation
- 6-9%
- Current Investment Advice
- Exercise caution due to high valuations.