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BFSI DISCRETIONARY SPENDING
ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruptionHelios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm...- 30 Nifty stocks wipe out Rs 22.64 lakh crore investor wealth in 2026 so far; HDFC Bank, TCS lead routThirty Nifty 50 stocks have wiped out Rs 22.64 lakh crore in investor wealth this year. HDFC Bank and TCS led the decline, losing Rs 3.55 l...
- Nifty to trade in 28,000–30,000 range in FY27 led by earnings: Smallcase managersSmallcase managers remain optimistic on India’s equity markets despite the Nifty declining over 9% this year, projecting the benchmark inde...
- 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...
- Infosys, TCS, TechM and other IT stocks rally up to 5% even as sector valuations near 2008 levelsIndian IT shares surged on Tuesday, extending a rebound. Companies like Infosys and TCS saw significant gains. This rally follows a sharp c...
- Buy, Sell or Hold: Citi maintains buy on Paytm; Goldman Sachs remains neutral on InfosysBrokerages show selective optimism across key sectors. Paytm receives a buy rating with strong lending momentum. Infosys maintains a neutra...
- Oracle leaves freshers in limbo; D2C carts go coldHappy Friday! Oracle has started pulling back campus offers from top institutes, leaving students caught in the crossfire. This and more in...
- India’s credit card market expands to 119 million, PSU banks gain in spendsIndia's credit card market has surpassed 119 million cards. HDFC Bank, SBI Cards, ICICI Bank, and Axis Bank dominate this sector. HDFC Bank...
- 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...
- Infosys ADRs crash nearly 6% in pre-market after Q4 resultsInfosys' US-listed ADRs dropped nearly 6% despite a strong March-quarter profit rise of 21% YoY to Rs 8,501 crore. While revenue surpassed ...
- Infosys Q4 Preview: Can strong earnings offset concerns around AI?Infosys anticipates a subdued March quarter, with revenue growth slowing due to seasonal factors, though full-year targets remain achievabl...
- HCL Tech Q4 Preview: Will growth surprise investors after weak Wipro earnings?HCL Technologies is poised for a mixed March quarter, anticipating steady year-on-year growth but a sequential dip due to software seasonal...
- 'Weak and lacklustre': Why Jefferies is disappointed with Wipro earnings as ADRs fall nearly 3%Wipro’s March quarter results missed expectations, with weak revenue growth, declining profit, and soft guidance. Jefferies highlighted slo...
- Wipro Q4 Preview: Profit may fall on margin pressures. Is buyback the only thing to cheer?Wipro is expected to report steady revenue growth but weaker profitability in the March quarter, impacted by wage hikes, acquisition-relate...
- 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...
- IT firms upbeat on BFSI discretionary spends takeoffThe BFSI (banking, financial services and insurance) sector, the largest revenue generator for the Indian IT industry, is the biggest techn...
- LTIMindtree Q2 results preview: Strong sequential CC growth seen; margins to expandLTIMindtree is expected to report strong revenue growth driven by BFSI. Revenue for Q2 may grow up to 3% quarter-on-quarter in constant cur...
- HCLTech, Wipro see discretionary spends uptick in BFSI sectorIn a pleasant surprise for the industry, two of the top four Indian IT companies, HCLTech and Wipro, are ramping up discretionary spends in...
- IT companies expect BFSI to lead recovery in a few quartersMarket leader Tata Consultancy Services (TCS), with a market value in the vicinity of Rs 14 lakh crore, indicated a recovery in BFSI orders...
- Good news for Indian cos on IT spendThe IT services spending by the US economy is expected to show a growth of 4% in 2008 against 6% in 2007.
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