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Defence, power and import substitution are emerging as long-term winners: Prateek AgarwalIndian corporate earnings are meeting expectations, but market sentiment is subdued due to broader economic concerns, not company performan...- 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...
- MNCs turning flex spaces as main hubs as GCC story deepensGlobal capability centres are transforming India's office space market, shifting from temporary entry points to strategic, long-term operat...
- GCCs in India: The story so farIndia's global capability center landscape is booming, serving as a catalyst for technological and service-driven growth. While discussions...
- Domestic cyclicals remain best bet in India, says Anish Tawakley amid global volatilityDespite global headwinds, India's economy is robust, with picking demand and spare capacity, according to DSP Mutual Fund's Anish Tawakley....
- Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
- The growing pay gap: AI skills drive 60% higher salaries in techAI-skilled professionals are commanding significant pay premiums, earning up to 60% more than their peers in other tech fields. This wideni...
- IT cuts mid-tier, expands AI-smart entry level in new hiring playbookIndia's top IT companies are changing how they hire. They are bringing in more fresh graduates and giving them AI tools. Middle managers ar...
- Startups seek digital gold rules; IT firms bet on freshersHappy Friday! The Centre may be open to creating an oversight framework for the digital gold sector. This and more in today’s ETtech Mornin...
- US stocks today: Microsoft cloud revenue accelerates as spending growth coolsMicrosoft's cloud revenue saw a jump in the March quarter. Spending on infrastructure was lower than anticipated. This performance aims to ...
- Infosys non-committal on pay hikes, keeps employees guessingInfosys management remained non-committal on salary revision timelines during a recent town hall, citing macroeconomic conditions and clien...
- Before Mythos goes public, Indian IT also wants accessAI firm Anthropic is in talks with governments worldwide, including India, about safeguarding critical infrastructure. This is ahead of the...
- Markets have moved on from geopolitics, broader rally underway: Anurag SinghInvestor sentiment is stabilizing, shifting focus from dominant tech stocks to broader market participation. Anurag Singh of Ansid Capital ...
- Adobe expands AI ecosystem to tackle fragmentation in enterprise customer experienceA key aspect of Adobe’s strategy is its focus on first-party data as the foundation for AI-driven customer experiences. As privacy regulati...
- IT stocks to rally on Wednesday? Infosys, Wipro ADRs surge up to 5%. Here's whyIT stocks may rally on Wednesday as Infosys and Wipro ADRs surged overnight, supported by strong gains in US tech stocks and easing fears o...
- TCS shares fall 2% after Q4 results. What Jefferies, Nomura and 3 other brokerages are sayingDespite a 12% year-on-year rise in net profit to Rs 13,718 crore and a 10% revenue increase to Rs 70,698 crore, TCS shares fell 2%. The IT ...
- Cautious FY27 outlook for IT sector amid macro headwinds and AI transition: Sumeet JainIndian IT firms face a period of measured growth in FY27. Global economic uncertainty and geopolitical risks are key challenges. While AI p...
- Wipro names Nagendra Bandaru as CEO of AI segmentWipro has appointed Nagendra Bandaru as the CEO of its new artificial intelligence segment. Bandaru will lead the development of agentic AI...
- Accenture forecasts quarterly revenue below estimatesAccording to data compiled by LSEG, the company expects fiscal third-quarter revenue between $18.35 billion and $19.00 billion, with the m...
- Accenture raises revenue growth forecast, in positive cues for TCS, InfosysAccenture’s performance and revenue growth forecast is typically seen as a barometer for the performance of Indian IT companies, including ...
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