Curated and analyzed by the JobGoneToAI team. Original reporting by tradebrains.in.
Kotak Predicts AI's Dual Impact on IT Hiring and Productivity in India
— tradebrains.in
Key Takeaway
Kotak Institutional Equities suggests that while AI may slow hiring in India's IT sector, it could also enhance productivity and lead to talent shifts towards manufacturing and other sectors. This dual impact may balance the disruption caused by AI in the workforce.
From the Original Report
4 Reasons Why Kotak Believes AI May Reshape IT Hiring Without Hurting Demand by Shivani Singh | March 10, 2026 10:00 pm SYNOPSIS: Kotak Institutional Equities says AI may slow hiring in India’s IT sector and soften spending sentiment among tech professionals, but productivity gains and talent shifts to manufacturing could partly offset the
disruption. Remember Anthropic and DeepSeek – one from the US and the other from China? The fear around both platforms grew so intense that the global IT indices began feeling the heat, while many white-collar professionals started worrying about losing their jobs. However, the long-term impact of artificial intelligence may be more nuanced.
According to Sanjeev Prasad of Kotak Institutional Equities, AI could gradually disrupt certain parts of India’s IT services sector and influence spending behaviour among technology professionals.
This is an excerpt. Read the full article at tradebrains.in.
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