Latest Updates Around The World
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 […]
The recent increase in H-1B visa costs is expected to weigh heavily on Indian IT companies in the short term, but the industrial veteran Sandip Agarwal believes that the structural benefits in the long term outweigh the immediate challenges. “In terms of figures, if you look at the top five, they have around $ 80 […]
The Push in Artificial Intelligence (AI) from Reliance Industries through its new arm, Reliance Intelligence, could be a game change for India, according to Sandip Agarwal, fund manager at Sowilo Investment Managers. Speaking with et now, Agarwal said that the strategy of reliance hardware, software and products combines in a way that distinguishes it. “On […]
