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Falling crude, stable macros set stage for India's next growth phase: Aditya Kondawar
India's equity markets face a crucial earnings season with supportive macroeconomics, yet IT sector sentiment is dampened by AI uncertainties and slowing growth. Expert Aditya Kondawar notes IT's valuation correction, while highlighting potential in automotive software firm KPIT. He remains bullish on consumption themes like autos and FMCG, anticipating a multi-year growth cycle driven by rising demand and EV adoption.
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economictimes.indiatimes.com
Avoid expensive themes, focus on valuations and stock picking: Samit Vartak
Indian equities have rebounded significantly, yet investor sentiment remains cautious due to ongoing geopolitical uncertainties. Despite this, strong corporate earnings,…
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Pankaj Tibrewal sees stronger top-line growth driving India's next earnings cycle
Indian companies are poised to navigate input cost pressures and sustain growth, with the upcoming earnings season expected to be the next market trigger. Experts anticipate…
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India's underperformance sets stage for recovery, says JM Financial's Deepak Gupta
Indian equities are showing signs of a potential rebound, with attractive valuations and improved currency stability, according to Deepak Gupta of JM Financial Asset Management. …
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IT growth vectors "clearly missing"; EV capex pullback hits ER&D players: Mayuresh Joshi
India's IT and ER&D sectors are navigating a structural slowdown, with EV capex cuts impacting companies like KPIT. Near-term macro risks, including geopolitical tensions and…
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Lower crude, easing FII selling brighten market outlook; large-cap financials offer better value: Kunal Vora
Indian equities are poised for a brighter outlook as crude oil prices retreat, corporate earnings show resilience, and foreign investor selling pressure eases. While near-term…
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Nomura expects IT firms to see 'anaemic' growth in FY27. Here are latest target prices for Infosys, TCS, and others
Nomura expects subdued near-term growth for Indian IT companies as macro uncertainty and weak tech spending weigh on demand ahead of Q1 earnings. However, it sees long-term…
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Macros, AI, geopolitical overhang to drag Q1 showing of IT cos: Motilal Oswal - The Economic Times
Indian IT firms are bracing for a subdued first quarter of FY27, with global economic headwinds, AI's impact, and geopolitical tensions dampening client spending and…
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KPIT outlook shock sends IT stocks sliding as growth worries intensify
Mid-cap IT stocks faced a significant downturn Wednesday, led by KPIT Technologies' warning of a near-term revenue slowdown. This has amplified investor worries about Artificial…
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Crude oil correction could be India's next big market trigger: Rohit Seksaria
Indian equities are poised for a positive shift as falling crude oil prices ease inflation and currency concerns, according to Sundaram Mutual's Rohit Seksaria. While expecting a…
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Falling crude, stable macros set stage for India's next growth phase: Aditya Kondawar
India's equity markets face a crucial earnings season with supportive macroeconomics, yet IT sector sentiment is dampened by AI uncertainties and slowing growth. Expert Aditya…
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IT selling nearing an end; banks and FMCG remain top bets: Neeraj Dewan
Broader markets show resilience despite IT sector weakness, with expert Neeraj Dewan suggesting investor confidence hinges on stronger company outlooks. While IT valuations are…
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thehindubusinessline.com
IT sector leads Dalal Street's winning streak; crude slump, Japan deals lift sentiment
The IT sector's rebound fuels gains on Dalal Street, amidst positive macroeconomic indicators and Japan's investment boost.