Forget Cheap IT Stocks - Samir Arora Is Betting On The New Age Companies | Market Masters

Samir Arora draws a sharp distinction between market uncertainty & business uncertainty—and argues that investors may be confusing the two when buying beaten-down Indian IT stocks. As AI revenues rise, can traditional IT services protect their legacy businesses, or are they caught in what he calls a “self-churning trap” ? And when overall growth is barely moving, does beating expectations by a fraction really matter ? At the same time, Samir makes the case for taking India’s new-age companies far more seriously. From digital platforms to businesses creating entirely new markets, he believes these companies are reshaping India in ways many traditional investors still underestimate. A candid, witty & deeply investor-focused conversation on Indian IT, AI disruption, new-age stocks, valuations & the companies Samir Arora really wants to own. #CNBCTV18 #BusinessNewsLive #MarketNews #CNBC Follow Every Breaking Story LIVE 🔴 Watch News18 LIVE 24x7: https://youtube.com/live/P857H4ej-MQ SUBSCRIBE to our Channel: https://bit.ly/3nvEcxf --------------------------------------------------------------------------------------------------------------------- 👑 Check Out Top CNBC TV18 Playlist Videos: 🔹   • Young Turks Reloaded with Shereen Bhan   🔹   • CNBC TV18 Prime | Global Lens   🔹    • World News 2025 | Latest International News   🔹   • CNBC-TV18 Classics   🔹   • OVERDRIVE || CNBC TV18   🔹   • Startup Street   ------------------------------------------------------------------------------------ You can also connect with CNBC-TV18 News Online Catch the latest news: https://bit.ly/2YbpXBM Follow CNBC-TV18 round the clock: https://www.cnbctv18.com/live-tv/ Stay updated with all the market action in real time: https://www.cnbctv18.com/market-live/ You can also stay updated with all the latest news on-the-go with CNBC-TV18 Minis: https://www.cnbctv18.com/minis/ Like us on Facebook:   / cnbctv18india   Follow us on Twitter:   / cnbctv18news   Follow us on Instagram:   / cnbctv18india   Catch us on: Linkedin:   / cnbc-tv18   n18oc_business About CNBC-TV18: India's leading business news channel, CNBC-TV18 offers the most comprehensive coverage of businesses, the economy and the financial markets. Catch all your favourite shows, exclusive videos, big-ticket interviews and more here.