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Kawaljeet Saluja, executive director and head of research at Kotak Institutional Equities also expressed his expectation from upcoming results of Infosys and TCS.
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Speaking to CNBC-TV18 from the sidelines of the KIE investor conference, Kawaljeet Saluja, ED and head of research at Kotak Institutional equities said, “Automation will be the key theme going forward. The ability of players to capture the digital opportunity will be important to garner incremental growth.â€
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Kawaljeet Saluja, Executive Director & Head of Research at Kotak Institutional Equities is of the view that TCS may test Rs 2525 while Infosys and Tech Mahindra are the top picks in the IT space.
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Kawaljeet Saluja, ED and Head of Research in Kotak Equities said that FY17 is likely to be a muted year for the IT services growth and expects TCS to grow at 11-12 percent for the next few years.
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For Kawaljeet Saluja of Research at Kotak Institutional Equities, Infosys remains a top pick backed by accelerated growth. However, TCS still remains an add.
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Kawaljeet Saluja, executive director & head of research at Kotak Institutional Equities is of the view that Infosys may test Rs 1210.
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Kawaljeet Saluja, executive director & head of research at Kotak Institutional Equities recommends buying Tech Mahindra at the current level.
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Kawaljeet Saluja -Executive Director & Head - Research at Kotak Institutional Equities is of the view that Infosys and Tech Mahindra are the top picks.
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IT major TCS is likely to set the tone for earnings this quarter. Cross currency headwinds remain major concern as the company had earlier indicated a 40 basis point impact on margins due to forex moves. Kawaljeet Saluja, ED and head of research, Kotak Institutional Equities speak on what to expect from the TCS earnings this evening.
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According to Kawaljeet Saluja of Kotak Institutional EquitiesMarch is seasonally a weak quarter for the sector and expect tier I companies to report growth rate similar or bit better than reported same time last year.
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In an interview to CNBC-TV18 Kawaljeet Saluja, Kotak Institutional Equities shares his views on IT sector and his preferred bets going ahead.
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Kawaljeet Saluja of Kotak Institutional Equities says some of the metrics that it tracks to assess progress on turnaround seems to be falling into place. However, whether the company can catch up with the industry on growth or not will have to be seen, he adds.
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Kawaljeet Saluja, ED & Hd-Research at Kotak Instl Equities is positive on Tata Consultancy Services and recommends buying the stock at the current levels.
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On stock preferences, Kawaljeet Saluja, executive director & head-Research, says that despite a good run seen in HCL Tech, the brokerage has some concerns on the sustainability of the robust growth.
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Kawaljeet Saluja, ED at Kotak Institutional Equities is of the view that Infosys may touch Rs 4000.
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Kawaljeet Saluja, executive director, Kotak Institutional Equities, expects IT companies to deliver soft earnings as Q3 is a seasonally weak quarter.
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Infosys has done lot of cost rationalisation and its benefits will start showing up in the December quarter, so its underlying margins will improve, says Kawaljeet Saluja.
Kawaljeet Saluja, ED and head of research, Kotak Institutional Equities
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Ahead of Infosys Techonologies' Q2 report card, Kawaljeet Saluja, ED & Head of Research at Kotak Institutional Equities feels the IT major's September quarter would be inline or slightly ahead of the implied guidance to achieve 5 per cent revenue growth for FY2013.
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Kawaljeet Saluja, executive director and head of research, Kotak Institutional Equities said the brokerage firm has downgraded the IT sector to 'cautious' today, adding that the Nasscom guidance of 11-14% growth for the industry looks quite 'aggressive'.
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In an interview to CNBC-TV18, Kawaljeet Saluja, associate director and head of research at Kotak Institutional Equities, speaks about his expectation from Infosys and gives his outlook going forward.
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Although Kawaljeet Saluja, associate director and head of research, Kotak Institutional Equities, expects a 5% dollar revenue growth in Q2, he said, the company may knock off a percent or two from the dollar revenue growth guidance for FY12.
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Kawaljeet Saluja, Analyst, Kotak Securities and Sudin Apte, CEO and Principle Analyst, Offshore Insights, in an interview on CNBC-TV18 spoke about Infosys and the impact it had on the market on Friday.
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The earning season is fast approaching with Information Technology major Infosys declaring their quarter results this week. In an exclusive interview to CNBC-TYV18 Kawaljeet Saluja, Associate Director and the Head of Research at Kotak Securities said that he expects Infosys revenue growth in terms of dollar to grow at 7.5% this quarter.
