Searched for
GENERATIVE AI DEFLATION
JPMorgan turns cautious on IT, sees growth headwinds aheadJPMorgan anticipates challenges for Indian IT firms over the next two years, citing uncertain demand and a mix of technology and economic h...- 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...
- How India can win in a rewired global economyIndia is poised to gain from global supply chain shifts. Strategic neutrality and domestic focus are key. The nation must build robust buff...
- HCL Tech shares jump 3% after buying stake in Sarvam AI for Rs 1,427 croreHCL Tech share price gained 3% after i invested $150 million in Sarvam AI, India's largest AI startup, acquiring a 10.46% stake. This strat...
- Will AI-led tech unwinding pause Rs 60,000 crore FII selloff in Indian IT stocks?Global markets are experiencing a tech selloff driven by AI fears, impacting Indian IT stocks with FIIs pulling Rs 60,000 crore. However, s...
- 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...
- Cautious on valuations, bullish on insurance and IT: How Nilesh Shetty is positioning for the next 12 monthsA cautious Nilesh Shetty of Quantum Advisors warns of a possible earnings disappointment in the next three to six months, citing El Niño ri...
- Top-level rejig hits mid-cap ITs; Fintechs wary of RBI wallet rulesHappy Thursday! Mid-sized IT firms are realigning leadership teams as AI-driven changes force a rethink. This and more in today's ETtech Mo...
- Nitin Raheja on why next 6 months will separate good portfolios from great onesSenior fund managers anticipate an uncomfortable six months for India's market, with near-term choppiness expected due to FPI selling and a...
- Infosys, TCS and other IT stocks slide for third straight session as AI worries mountIndian IT stocks extended their decline for a fourth straight session as investors trimmed exposure amid weak growth visibility, muted clie...
- An old legacy lights up: AI takes on decades of tech debtHelping enterprises unshackle billions of lines of legacy code they are buried under unlocks opportunities for Indian IT. But firms, especi...
- UPI underdogs seek fair play; WhatsApp tightens scam defencesSmaller UPI players will meet NPCI to curb the growth of industry leaders PhonePe, Google Pay and Paytm. This and more in today’s ETtech To...
- India’s real estate will meet the reality of agentic AIIndia’s IT slowdown, driven by AI-driven automation and shrinking outsourcing demand, is beginning to hit real estate, mortgages, and emplo...
- Bluechip safety no more? Infosys knocked out of India's top 10 valuable companies list after losing Rs 2 lakh croreInfosys, once a market leader, has lost significant value and exited India's top 10 companies. Investors are concerned about future growth ...
- RBI scraps Paytm Bank licence; Pronto's back-to-back fundingRBI has cancelled Paytm Payments Bank licence over compliance lapses. This and more in today's ETtech Top 5.
- Cost pressures part of normal market evolution, says LTM CEOLTM CEO Venu Lambu downplayed AI-led deflation concerns, framing pricing pressures as normal market evolution requiring adaptation. He emph...
- IT stocks could return 20-30% from here, but don't expect a structural bull run: Sandip AgarwalIndian IT sector outlook is positive. Fund manager Sandip Agarwal believes the worst is over. A 20-30% index return is possible soon. Clien...
- IT reworks hiring for Gen Z; HCLTech CEO on AIHappy Thursday! India’s IT sector is seeing a sharp rise in replacement hiring as Gen Z professionals switch jobs faster. This and more in ...
- HCL Tech flags weak Q4, bets big on AI to drive next phase of growthHCL Technologies faced a slower fourth quarter than anticipated. Weakness in its software business and certain service areas impacted resul...
- Should investors buy TCS, Infosys ahead of Q4 results or AI risk too big to ignore?Indian IT stocks face pressure ahead of Q4 results, with Nifty IT down nearly 20% this year. Investors weigh a potential buying opportunity...
Load More
