2025-06-19Niranjan Ghatule
Global brokerages Morgan Stanley and CLSA have shared their latest views on the Indian IT sector. While Morgan Stanley remains cautious, highlighting muted growth and advising trimming on rallies, CLSA expects a V-shaped recovery driven by strong BFSI demand.
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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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