 "More than a decade after the National Policy on Information Technology (NPIT 2012) was introduced, the Union government is readying a new policy with changed goals and benchmarks. The policy is expected to be finalised by the end of this year, accor")
The message on the wall is clear. Indian information-technology (IT) companies need to adopt a new playbook if they want to have their Nvidia or Oracle moment -- an eye-popping surge in stock prices that catapults companies into another league from where there is no looking back.
Oracle’s resurgence shows what can happen when a company commits capital to re-invent itself around a technology shift.
“Indian IT firms could learn that shareholder value comes from sustained innovation and market leadership, not just preserving margins. Do not behave like a bank handing out dividends, but behave like a tech company
