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INDIAN IT SECTOR OUTLOOK
'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...
India likely past peak outflows, AI gap its advantage, Lighthouse Canton saysDomestic benchmarks Nifty 50 and Sensex are down about 11% and 13% so far in 2026, respectively, after fears of AI-led disruption tanked th...
Another AI aftershock sends Indian IT stocks for a tumbleIndian IT shares extended their seventh straight session of losses as Anthropic's new AI model intensified investor fears of revenue disrup...
Citi cuts Nifty target to 26,000 on El Nino, AI risks, picks one stockCiti Research lowered its Nifty target due to rising earnings risks linked to geopolitical tensions and other macro concerns. However, it r...
India Inc remains bullish on FY27; Telecom, defence, banking seen driving growth: ReportIndian businesses are optimistic about FY27. Telecom, defence, metals, and banking are set for growth. Companies expect demand to remain st...
Infosys, HCL Tech, other IT stocks tumble up to 3%. What's spooking investors?Indian IT stocks, led by Infosys, HCLTech and LTIMindtree, fell up to 3% as hotter-than-expected US inflation fuelled concerns over prolong...
Indian banks better placed than APAC peers: Fitch on West Asia woesIndia's banking sector is resilient against the economic impact of the US-Israel conflict with Iran, according to Fitch Ratings. While othe...
Rupee to average around 96/USD in FY27; risks from oil, dollar persist: Motilal OswalThe Indian rupee is projected to average around 96 against the US dollar in FY27. However, this outlook faces potential challenges includin...
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...
Stock pickers’ market ahead as RBI flags risks; largecaps, banks and capex plays offer value: George Heber JosephGeorge Heber Joseph of ASK Investment Managers believes Indian markets have entered a stock pickers’ phase as RBI flags inflation and growt...
Jobs outlook may cool down in Sept quarter amid economic woesIndia's employment outlook is set to soften in July-September 2026, with 59% of employers anticipating hiring increases, down from 74% in t...
Q4 FY26 earnings: Metal companies lead growth, backed by robust volumes and favourable pricing trendsET Wealth presents an 8-quarter earnings assessment report of various sectors. The year-on-year net profit growth for 18 sectors is present...
Six-figure salary, MNC job but still driving taxi: Bengaluru techie left surprised after realising who is driver wasA Bengaluru software engineer was surprised to discover that his Rapido bike taxi rider was also a software developer working at a multinat...
Ahead of Market: 10 things that will decide D-Street action on MondayIndian benchmark indices ended marginally lower on Friday as investors assessed the RBI’s decision to keep rates unchanged while raising in...
IT stocks snap three-day rally, plunge over 5% in sharpest fall in nearly four monthsIndian IT stocks experienced their steepest single-day fall in nearly four months, plunging over 5% as concerns about AI's impact on revenu...
'Wait out IT, buy pharma and defence'; Ajay Bagga's 3-sector playbook for 2026Ajay Bagga offers a clear strategy for Indian markets. He advises waiting for real AI revenue in IT. Pharma remains a strong investment due...
TCS, Infosys, other IT stocks crash up to 7% after 3-day rally. What top brokerages are saying?IT stocks, including TCS, Infosys, HCL Tech, Wipro and Tech Mahindra, fell sharply on Wednesday, following a three-day rally. Despite AI-re...
Infosys shares jump 6%, rally 10% in 3 days as IT stocks shine. More upside ahead?Infosys shares have rallied sharply, rising nearly 10% in three days as investors reassess valuations following a steep AI-driven correctio...
Why Trideep Bhattacharya is betting on financials and energy despite global uncertaintyIndian equity markets face near-term pressure from the West Asia conflict. Corporate earnings remain resilient, though FY27 estimates may s...
Infosys, Tech Mahindra, TCS and other IT stocks jump up to 5%. What’s driving the rally?Indian IT stocks rose sharply on Monday, lifting the Nifty IT index nearly 3%, as investors reassessed AI-related fears, attracted by attra...