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Market under pressure: IT stocks face long-term headwinds as oil crisis and AI shift weigh on sentiment: Vinit Bolinjkar
Vinit Bolinjkar of Ventura Securities advises selling IT stocks. He highlights market risks from the Hormuz Strait crisis, foreign investor selling, as well as the global AI shift. Bolinjkar sees pressure on IT revenues and margins. He prefers Vodafone Idea in telecom. The consumer sector shows surprising strength this earnings season.
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economictimes.indiatimes.com
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Market under pressure: IT stocks face long-term headwinds as oil crisis and AI shift weigh on sentiment: Vinit Bolinjkar
Vinit Bolinjkar of Ventura Securities advises selling IT stocks. He highlights market risks from the Hormuz Strait crisis, foreign investor selling, as well as the global AI…
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Rohit Singhania bets on financials, telecom and healthcare for alpha generation
Indian stock markets are becoming cautious. Geopolitical tensions and rising crude prices are impacting earnings outlook. Investors are in a 'wait and watch' mode. Higher…
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Earnings are strong, but margin pain is coming; Dharmesh Kant on 3 sectors worth owning now
Indian corporate profits are currently strong. However, rising input costs present a significant challenge ahead. Investors should remain patient and selective. Sectors like…
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Infosys, TCS and other IT stocks slide for third straight session as AI worries mount
Indian IT stocks extended their decline for a fourth straight session as investors trimmed exposure amid weak growth visibility, muted client spending and rising concerns over…