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AI fear over IT overdone, but near-term pain likely to persist: Seshadri Sen
Indian IT services face persistent pressure due to AI disruption fears, with market expert Seshadri Sen advising tactical caution despite attractive long-term valuations. While inflation risks are contained, rural demand remains a monitorable. Sen favors domestic consumption and industrials, anticipating improving earnings breadth into FY27.
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economictimes.indiatimes.com
ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj Bahety
AI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of missing out. India's manufacturing,…
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Accenture's weak bookings raise AI fears, but Indian IT may weather the storm: Sandip Agarwal
Accenture's recent earnings reveal a sharp decline in new bookings and a reduced guidance, sparking concerns about AI's impact on the IT services industry. While AI isn't…
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Accenture signals caution, but analysts see long-term IT opportunity
Accenture's earnings signal tough times for IT services. Indian IT firms face weak demand and cautious client spending. While valuations are low, a gradual recovery is expected.…
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morningstar.com
Indian IT Stocks Stumble, Following U.S. Peers as AI Angst Resurfaces
By Kimberley Kao and Fabiana Negrin Ochoa
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AI fear over IT overdone, but near-term pain likely to persist: Seshadri Sen
Indian IT services face persistent pressure due to AI disruption fears, with market expert Seshadri Sen advising tactical caution despite attractive long-term valuations. While…
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IT nightmare on loop, Accenture's 20% fall highlights AI disruption
Indian tech stocks experienced a sharp decline Friday, mirroring a significant drop in global IT giant Accenture due to weaker-than-expected revenue and order forecasts. The Nifty…
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India's IT sector facing a growth crisis; Daljeet Kohli says he's already walked away
India's IT sector faces uncertainty as global slowdown and AI fears spook investors. Market expert Daljeet Kohli advises caution, citing a lack of growth and difficulty in…