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AI LED DEFLATION
"Don't buy the consumption story blindly", Sakshi Gupta of HDFC Bank issues a warning most investors are ignoringHDFC Bank's Sakshi Gupta sees India's growth as resilient but incomplete, rating it a 6 out of 10. While acknowledging strong GDP, she caut...- AI disruption in Indian IT front-loaded, but long-term demand intact: Sushovan NayakIndian IT services face near-term AI-driven revenue pressure, estimated at 1-3%, impacting stock valuations. However, experts believe marke...
- Infosys CEO's compensation rises 2.5% to nearly Rs 82.6 crore in fiscal 2026Infosys CEO Salil Parekh's compensation reached Rs 82.6 crore in 2025-26, a 2.5% increase, significantly higher than rivals like TCS. This ...
- A 62% rise in BPM deal value belies fears of AI dominancePure-play BPM companies achieved their strongest quarter for annual contract values in early 2026, defying expectations of immediate AI-dri...
- The 20 stocks mutual funds are buying with Rs 1 lakh crore to defy historic FII sellingIndian mutual funds are investing Rs 1.07 lakh crore in 20 key stocks to counter historic FII selling. They are focusing on large-cap priva...
- Top-level rejig hits mid-cap ITs; Fintechs wary of RBI wallet rulesHappy Thursday! Mid-sized IT firms are realigning leadership teams as AI-driven changes force a rethink. This and more in today's ETtech Mo...
- Eye on AI push, IT midcaps rejig top leadershipSince late March, companies including Cyient, Sonata Software, Birlasoft, Coforge and Mastek have announced changes across finance, operati...
- UBS sees mixed outlook for Indian IT sector, mid-tier firms outperform large caps amid AI shiftIndian IT firms saw varied results in the last quarter. Mid-tier companies performed better than large ones. Artificial intelligence is cha...
- Red carpet and red lines: Xi charmed Trump but gave up nothingWrapping up a two-day summit in Beijing, Trump has taken a step towards reducing tensions, but the gathering did not result in any major tr...
- Infosys, TCS and other IT stocks slide for third straight session as AI worries mountIndian IT stocks extended their decline for a fourth straight session as investors trimmed exposure amid weak growth visibility, muted clie...
- ETtech Explainer: Did OpenAI's new AI deployment venture just kill Indian IT stocks?Indian IT stocks plummeted to three-year lows following OpenAI's launch of a new venture focused on direct AI implementation for enterprise...
- Mphasis sues Coforge, former execs over trade secrets, client dataBengaluru-based Mphasis has sued rival Coforge and former executive Brijesh Khergamker in a US federal court. Mphasis alleges Coforge hired...
- AI-driven pricing pressure, cost cuts reshape India IT outlook: ReportArtificial intelligence (AI) is increasingly reshaping the growth and margin outlook for India's IT services sector, with firms facing risi...
- Cognizant to buy Astreya for about $600 millionCognizant Technology is set to acquire Astreya for approximately $600 million. The deal, expected to conclude in the second quarter of 2026...
- India’s real estate will meet the reality of agentic AIIndia’s IT slowdown, driven by AI-driven automation and shrinking outsourcing demand, is beginning to hit real estate, mortgages, and emplo...
- Tepid FY27 revenue growth awaits top 5 IT services companiesIndia's leading IT companies expect modest revenue growth in FY27. Geopolitical issues and economic challenges are impacting client spendin...
- Bluechip safety no more? Infosys knocked out of India's top 10 valuable companies list after losing Rs 2 lakh croreInfosys, once a market leader, has lost significant value and exited India's top 10 companies. Investors are concerned about future growth ...
- Cost pressures part of normal market evolution, says LTM CEOLTM CEO Venu Lambu downplayed AI-led deflation concerns, framing pricing pressures as normal market evolution requiring adaptation. He emph...
- Indian IT faces AI reset as top 5 firms post mixed FY26Earnings analyses reveal a sector transitioning rapidly away from traditional effort-based delivery. AI-driven productivity is causing reve...
- HCLTech CEO expects advanced AI services to soften revenue impactThe third largest service provider outperformed its peers, Tata Consultancy Services and Wipro on the count of revenue and profit in its fo...
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