2025-04-19Niranjan Ghatule
Discover how U.S. tech giants like Amazon evolved from single-industry startups into diversified global empires, while Indian IT companies like TCS remain stuck in the same business model for decades. A deep dive into innovation, diversification, and lessons for future growth!
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2025-04-18Niranjan Ghatule
TCS, Infosys, and Wipro have reported mixed Q4 FY25 results, highlighting profit dips, slow revenue growth, cautious hiring, and delayed wage hikes. Read the detailed comparison of India’s top IT companies' performance, guidance, and challenges in the tech sector.
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2025-04-09Niranjan Ghatule
Jefferies has revised its ratings and price targets for key Indian IT stocks, upgrading Infosys, Coforge, and Sagility to 'Buy' while downgrading HCLTech and TCS to 'Hold'. This article analyzes the brokerage's latest recommendations, explores the potential upsides and downsides, and provides insights into which IT companies may offer strong investment opportunities in the current environment
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2025-04-08Niranjan Ghatule
According to Morgan Stanley’s Q1CY25 CIO survey, Indian IT continues to show resilience as expectations for IT budget growth in 2025 remain stable. Key sectors like Business Services, Financial, and Energy are projected to lead in IT spending, with AI and ML topping the list of CIO priorities.
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2025-03-28Niranjan Ghatule
This article discusses Goldman Sachs' latest downgrade of the Indian IT sector due to growing macroeconomic uncertainties, particularly in the US. The firm has sharply cut its FY26E revenue growth forecast for Indian IT services to 4% YoY, citing slower US GDP growth and rising recession risks.
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2025-03-19Niranjan Ghatule
This article discusses the sharp decline in Indian IT stocks, primarily driven by fears of a potential US recession. The Nifty IT index has hit a 10-month low, with major IT stocks such as TCS, Infosys, Tech Mahindra, and HCL Technologies suffering losses.
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