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Trip Chowdhry, Managing Director - Equity Research at Global Equities Research, said that rather than wasting time and money on issues like CEO Vishal Sikka's package Infosys should focus on its long term targets.
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President-elect Donald Trump has raised the rhetoric on H1-B visa once again. Sudin Apte, CEO & Research Director at Offshore Insights says that there is no reason to believe Trump-related immigration risk as a major headwind.
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Vineet Nayyar, Executive Vice Chairman of Tech Mahindra feels Brexit cannot be fully blamed for Infosys losing out on the Royal Bank of Scotland (RBS) deal. The only thing that can hit technology right now is better technology, he says.
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In an interview with CNBC-TV18, NASSCOM President R Chandrashekhar and Sudin Apte of Offshore Insighs talked about the challenges faced the IT industry.
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On Friday, HCL Technologies announced it would buy Geometric for Rs 1,237 crore while this morning, private equity firm Blackstone said it would buy majority stake in Mphasis in a deal that may be valued up to Rs 7,071 crore.
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The risk of point solution and ecosystem companies offer, enterprise resource planning (ERP) providers snatching some of the business from Indian IT companies there is some possibility that we again will be at just about 9 or 10 percent in terms of FY17 numbers, says Sudin Apte of Offshore Insights
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Sudin Apte of Offshore Insights doesn't consider L&T Infotech to be in the big league. To him, at best the company is placed 10th or 11th in the Indian camp.
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According to Pai, management transformation is the key to success for the IT companies now.
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Sudin Apte, CEO and research director at Offshore Insights says while Capgemini's long-term competitive positioning has clearly improved with this transaction, it still has a much weaker offshore presence (55 percent), compared with Indian IT companies (80 percent).
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Sudin Apte, CEO and research analyst, Offshore Insights says Infosys acquiring Panaya is a strategic fit and will help Infy to up its automation and delivery engine. It is a mid-sized acquisition, he adds.
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While industry body Nasscom will be releasing the final numbers for FY15 for the sector and its prediction for FY16 on Tuesday, research firm Offshore Insights says FY16 will be a moderate year for IT services
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Narayana Murthy's comeback may not influence clients because they dont sign large deals based on who the chairman is.
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Indian software services firm Infosys Ltd's stepped-up sales push, including a willingness to sacrifice margins, is helping it win business and halt its loss of market share to industry leader Tata Consultancy Services.
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According to experts, the US government's decision to opt for onshoring contracts will only serve to hurt US corporations and Indian I-T companies.
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In an interview to CNBC-TV, Sudin Apte, chief executive officer (CEO) and principle analyst at Offshore Insights shared his views on the IT companies and gave his perspective on the companies that would make a difference in the IT space.
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According to Sudin Apte, CEO and Principle Analyst, Offshore Insights, companies in the IT sector have dramatically changed from what they were a few years ago. All companies are changing and accomodating to meet client requirements.
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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.
_356x200_0740_356.jpg?impolicy=website&width=400&height=225 "Infosys should focus on long term goals, says pro")
