Tech Super Cycle 2030

A Tech Super Cycle refers to a prolonged period of strong growth and adoption of new technologies that drive structural changes in the economy and create outsized investment opportunities.

From an Indian investor’s perspective, it means:

1. Global themes like AI, cloud, semiconductors, digital transformation, green tech and 5G drive sustained demand.

2. India benefits as a tech services hub (Infosys, TCS, Wipro, HCL), SaaS exporters, and increasingly in electronics manufacturing (PLI schemes, Make in India).

3. The cycle can create long-term wealth opportunities in IT services, digital platforms, semiconductor ecosystem, fintech, and tech-enabled consumer businesses.

4. Investors should view it as a multi-year secular trend rather than a short-term rally, while being mindful of valuations and global interest rate cycles.

Jishnu Chatterjee,

September 27, 2025.