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CORPORATE EARNINGS SLOWDOWN
AI fear over IT overdone, but near-term pain likely to persist: Seshadri SenIndian IT services face persistent pressure due to AI disruption fears, with market expert Seshadri Sen advising tactical caution despite a...- Data centres, AI infra become IT's next growth betIndia's software services industry is finding new growth in data centers and AI. Companies like HCLTech, TCS, Accenture, and Cognizant are ...
- 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...
- Focus on structural trends, ignore market noise: Hiren VedMarkets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a glo...
- Nifty’s hidden discount sale: 54% of top Indian stocks are cheaper now than in 2023. Is it time to buy?Over half of India's top Nifty50 stocks are now trading at lower forward P/E multiples than in 2023, indicating a significant valuation cor...
- Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...
- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
- 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...
- Those willing to look beyond the fog of war: 5 large-caps from different sectors with upside potential of up to 28%The news mix could not be more confusing. On the one hand, the US House voted to halt Trump’s Iran war, and Israel and Lebanon again agreed...
- US Stock Market: Fed may need tighter policy as inflation risks persistDallas Federal Reserve President Lorie Logan indicates U.S. monetary policy might not be restrictive enough to meet the 2% inflation target...
- The great $100-billion tech shift: GCCs tighten grip on India’s talent marketIndia's Global Capability Centres (GCCs) jobs: India's Global Capability Centres (GCCs) are rapidly outpacing traditional IT services, driv...
- Aditya Shah favors domestic growth themes, stays bullish on IT and infrastructure sectorAditya Shah of Hercules Advisors identifies EPC companies with strong order books as key infrastructure opportunities, favoring players lik...
- US Stock Market: AI-fuelled tech rally raises concerns over growing market concentrationU.S. technology stocks have surged to unprecedented market influence, driven by AI enthusiasm and now comprising over 39% of the S&P 500's ...
- IT stocks crash! Planning to buy the dip? Here's what analysts sayIndian IT shares saw a significant drop on Wednesday, wiping out recent gains. Analysts suggest this was largely due to profit booking afte...
- AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
- Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowessSouth Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...
- Nifty at 25,900 by March 2027? Nomura cites key catalysts to watch out forIndian stocks have seen a sharp fall. Nomura predicts the Nifty will climb almost 11% to reach 25,900 by March 2027. This optimism stems fr...
- Morgan Stanley says Indian stock market poised for strong year ahead. Here’s whyMorgan Stanley remains bullish on Indian equities, citing an earnings upcycle, supportive macroeconomic conditions and strong domestic flow...
- Midcaps in a sweet spot? Why Nippon India’s Rupesh Patel sees a valuation correction despite new index peaksNippon India Mutual Fund's Rupesh Patel remains constructive on midcaps despite concerns over valuations, citing resilient earnings growth ...
- From Adani Green to Tata Tech: 50 companies swing back to profit in Q4 despite market turmoilIndian companies show strong recovery. Over 50 firms moved from losses to profits in the March quarter. This turnaround happened despite ma...
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