Is the era of India’s IT-led prosperity coming to an end?For the last 30 years, IT Services have been the backbone of India’s middle-class employment and forex generation. But today, a combination of sector maturity and the rapid rise of AI is jamming the country’s white-collar job engine.In this episode of Coffee and Investing, Saurabh Mukherjea and Nandita Rajhansa dive deep into the "Ripple Effect" of this slowdown. They discuss why the Rupee hitting ₹100 to the dollar is becoming a realistic "base case" and how this structural shift will impact everything from consumption growth to residential property prices in cities like Bengaluru, Hyderabad, and Pune.
Coffee and Investing with Saurabh Mukherjea