Latest Updates Around The World
As the December quarter earnings season kicks off for the IT sector, investor attention is firmly on large-cap names like TCS, HCL Tech and LTIMindtree, with the Street bracing for a seasonally softer quarter on revenue but closely monitoring deal momentum, margins and the evolving AI story.For TCS, expectations are largely stable and unspectacular. The […]
The sharp fall in the rupee has given India’s IT sector a near-term profit cushion, but analysts caution against assuming a sustained revaluation. According to Sandip Agarwal, principal officer and co-founder of Sowilo Investment Managers, the recent rally in IT stocks is largely a defensive move as investors seek protection from currency volatility rather than […]
