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SUSHOVAN NAYAK
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...- Sushovan Nayak sees short-term AI jitters, long-term opportunities for IT giantsIndian IT stocks face pressure from global AI advancements and China's innovation, triggering sentiment-driven selling. While short-term pa...
- IT majors may stick with buybacks despite tax changes, says Sushovan NayakIndian IT firms are likely to favor share buybacks over dividends following recent tax reforms. Market expert Sushovan Nayak believes the n...
- Wipro Q3 results in line, return to growth path positive despite muted guidance: Sushovan NayakWipro’s Q3 results were largely in line, with 1.4% QoQ constant-currency growth and stable margins after wage-code impact. Management guide...
- Selective discretionary spending, wage hikes to shape IT Q3: Sushovan NayakInvestors are watching IT sector earnings closely. TCS and HCL Tech are expected to show steady revenue growth. Deal momentum and AI integr...
- Largecap IT shows resilience amid regulatory headwinds: Sushovan NayakLargecap IT firms demonstrate resilience against regulatory challenges and demand uncertainties, with free cash flow yields between 5-6%. A...
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