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    • Raghuram Rajan says AI to disrupt India’s services sector, not derail

      A recent note by Citrini Research warned that Indian IT firms could see pressure on revenues, triggering a selloff in their stocks earlier this week

    • Nationalism, not protectionism, the driving thought behind the new IT import move

      Restricting imports while also incentivising domestic production under the PLI scheme for IT hardware will achieve the dual purposes of reducing our import dependence significantly, while also boosting domestic manufacturing and employment.

    • What US banks’ Q2 results tell us about Indian IT sector’s outlook

      American banks are increasingly shifting from third-party consulting to investments in own technology employees in global capability centres (GCCs)

    • Equity market reasonably valued; sentiment upbeat, not euphoric: Gautam Duggad, Head of Research, Motilal Oswal Financial Services

      Despite the rally, Indian equity market has underperformed other global markets, such as the United States, Japan, and some markets in Europe.

    • Worsening client profitability to hit IT demand, says Jefferies

    • Earnings momentum unlikely to resume soon, says Harsha Upadhyaya of Kotak MF

    • Street isn’t anticipating pricing compression for IT companies: Girish Pai

    • Mid-cap IT stocks likely to emerge as strong performers in next 2-3 years: Envision Capital's Nilesh Shah

    • Attrition costs hit IT companies, but the worst may be over

    • IT will continue to receive tailwinds from strong deal activity and digital transformation

    • Correction stabilises valuation of IT stocks before a rate hike injects more volatility in markets

    • IT fails to beat estimates on supply-side challenges but strong demand may help rebound

    • Hiring in non-IT sector shows rebound, Hitesh Oberoi sees no impact of slowdown in US

    • IT Q4 preview: Companies ride demand momentum; market share gains expected but supply-side headwinds to remain

    • Indian IT should amp up its ambitions

    • Pandemic impact | Indian software sector employs more people than textiles, education in formal economy: Report

    • As tech firms gear up to build on COVID-19 gains, talent-building a tough challenge

    • Will ensure H-1B reforms don't hinder India's IT sector: NASSCOM

    • Cognizant's 8-10% rev guidance to lift Indian IT spirit: IIFL

    • Infosys may consider Rs 12,000 crore share buyback: Sources

    • Indian IT firms to meet Trump officials on visa reform concerns

    • Brexit to impact Indian IT sector in short-term: Nasscom

    • Bullish on Indian IT sector; TCS best executer: Pictet

    • Infosys remains top pick in Indian IT space: Religare

    • IT - Positive macro but growth challenges for sector: Emkay

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