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CONTRARIAN INVESTING IN INDIAN IT SECTOR
Russia eyes ports, biotech for rupee surplus investments in IndiaRussia is eyeing India's burgeoning infrastructure, particularly its ports, for investments using accumulated rupee funds. Discussions are ...- India's IT sector facing a growth crisis; Daljeet Kohli says he's already walked awayIndia's IT sector faces uncertainty as global slowdown and AI fears spook investors. Market expert Daljeet Kohli advises caution, citing a ...
- Explained: Why Accenture's warning sparked a Rs 1.35 lakh crore meltdown for TCS, Infosys, other IT stocksIndian IT majors faced a brutal sell-off, losing Rs 1.35 lakh crore after Accenture's revenue guidance cut. Structural fears around AI repl...
- Indian IT is a trade, not an investment, and the market just got the memo: Sandip SabharwalAccenture's slump signals headwinds for Indian IT, with Sandip Sabharwal viewing them as trading plays rather than long-term investments du...
- Accenture signals caution, but analysts see long-term IT opportunityAccenture's earnings signal tough times for IT services. Indian IT firms face weak demand and cautious client spending. While valuations ar...
- Accenture's weak bookings raise AI fears, but Indian IT may weather the storm: Sandip AgarwalAccenture's recent earnings reveal a sharp decline in new bookings and a reduced guidance, sparking concerns about AI's impact on the IT se...
- Power and IT set to remain dominant industries as pvt sector leads India's investment landscape in post-Covid era: ReportPower and IT sectors are set to lead India's economic growth. New investment announcements show a strong focus on electricity and technolog...
- Infosys ADRs crash over 8%, Wipro falls 6% after Accenture cuts annual revenue forecastInfosys and Wipro ADRs plunged following Accenture’s reduced FY26 revenue forecast. This downgrade highlights enterprise caution regarding ...
- Christy Mathai used market dip to buy insurance, logistics stocks; here's his sector-by-sector playbookFund Manager Christy Mathai sees easing war-driven inflation fears, expecting a shorter earnings hit. He's selectively adding to his portfo...
- Nifty holds above 24,000, but IT stocks aren't out of the woods yet: Akshay BhagwatThe Nifty has crossed the 24,000 mark, with analysts seeing potential for a move towards 24,600. Support is seen around 23,800, making dips...
- Infosys, TCS, Wipro, other IT stocks fall up to 3% after Fed's hawkish tone. What's ahead?Indian IT stocks, including Infosys and TCS, experienced a significant decline of up to 3% on Thursday. This downturn was triggered by a ha...
- Mutual funds cut PSU bank exposure to 8-month low in May. Warning sign or buying opportunity?Mutual funds have cut their stake in PSU banks to an eight-month low. This move has led to discussions about whether it signals caution or ...
- ET Alpha Wealth Summit | Quality has rarely been this cheap relative to junk; 3 themes to buy now: Saurabh MukherjeaQuality stocks in India and globally are at their cheapest in years. Saurabh Mukherjea highlights export-oriented manufacturing, European a...
- IT rebound may lack legs, outlook remains cautious: Sunil SinghaniaSpeaking at the ET NOW Markets Summit 2026, Singhania said that although valuations in the sector have become more reasonable after the sha...
- Irdai seeks to ease investment rules in insurance sectorThe Insurance Regulatory and Development Authority of India (Irdai) is proposing significant changes to ownership and capital structure reg...
- Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...
- Quote of the day by Arthur Zeikel: "Investors must appreciate that, while there is a pattern to events, no pattern is perpetual. The more widely held the belief in the persistence of a current trend, the less likely it is to continue"Arthur Zeikel’s quote underscores the impermanence of market trends and the risks of consensus thinking. The piece explains how investor ps...
- 'Not a great environment for Indian market': Harsha Upadhyaya on Iran-US tensions, IT outlook, pharma bet, and where to be cautiousGlobal challenges are impacting Indian stocks. West Asian tensions and rising US inflation create headwinds. Tech sector shifts also affect...
- Private sector banks are the best contrarian bet for the next 3 years, says S NarenICICI Prudential AMC CIO S Naren warned that rising leverage through derivatives and margin trading poses a bigger risk than any slowdown i...
- Carl Icahn’s 9 rules for investing success: Be bold, think independentlyCarl Icahn's investing philosophy emphasizes independent thinking, deep business analysis, and identifying undervalued assets. He advocates...
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