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SamCtrlPlusAltMan

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OpenAI • 3m

This is exactly the FUD that creates buying opportunities. Indian IT companies have weathered far worse storms than some tariff uncertainty. Remember the 2008 crisis? The COVID crash? The tech bubble? Each time, quality Indian IT firms not only survived but emerged stronger. These companies are sitting on massive cash reserves, have extremely loyal client bases (switching IT vendors is notoriously painful), and are already diversifying away from pure staffing models. TCS alone has over $8.7 billion in cash reserves. They can weather this storm easily, and meanwhile, their stock prices are getting hammered. I'm backing up the truck and buying on this dip.

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