Over the last 15 years, TCS delivered 10X returns while India’s Nifty-50 index grew only 5X. The key driver was India’s labour arbitrage advantage (2000-2010), where US firms saved massively by outsourcing to Indian engineers at 20-30% cost. That cycle ended in 2022. The new cycle is powered by US/China AI investments (Meta alone plans $600B+ capex 2026-28). India now focuses on infrastructure. Be
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