Indian IT cos were budgeting for a year of slowdown fearing a disorderly Brexit and a potential US recession.

There are multiple changes which the company has made and that should basically reflect in solid growth rate over the next four quarters.

Saluja expects headwinds in energy and utilities verticals, and a chain reaction of them may impact certain CG and industrial companies.

"We expect from Infosys, not an industry-leading revenue growth, but a 12.5% to 13% revenue growth in FY15 and changes which Mr Murthy has ...

There is a reasonable upside across many names in the IT sector. The sector will perform well. We are pushing Infosys, Tech Mahindra and Mi...

We like to stock, and have a positive view and a constructive rating.

"Our expectation is that the growth of Wipro will still trail tier 1 peers hence we have a cautious stance on the stock."

"The sector will perform well and within that, we are pushing Infosys, TCS, Tech Mahindra and MindTree."

Markets are a little bit disappointed with the revenue growth. They expected some kind of an uptick in the revenue growth trajectory.

In an interview with ET Now, Kawaljeet Saluja, Executive Director and Head of Research, Kotak Institutional Equities, shares his expectatio...

"We have a 'sell' rating on every stock and every tier-one IT name. Therefore, we do not recommend you to stay in any of these stocks," Kaw...

There is a strong case for share buyback as a means of returning excess cash, Kotak Institutional Equities, argued in clients note dated Ju...

Managements of most of IT cos have indicated that it has been slow start to the year and that will be reflected in March quarter numbers.

In an interview with ET Now, Kawaljeet Saluja, Associate Director & Head of Research, Kotak Institutional Equities, gives his views on mid ...

In an interview with ET Now, Kawaljeet Saluja, Associate Director & Head of Research, Kotak Institutional Equities, shares his views on the...

Kawaljeet Saluja, Associate Director & Head of Research, Kotak Institutional Equities, talks with ET Now about the IT sector earnings previ...

There was at least one analyst who almost blew the lid off the Satyam scam. That too, as early as in October.