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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