2025-09-11Niranjan Ghatule
Oracle Financial Services Software (OFSS) shares opened nearly 10% higher on September 11, 2025, driven by parent Oracle Corporation’s blockbuster earnings, but erased all gains after a regulatory clarification. The stock’s wild swings highlight the risks of hype-driven rallies, sector volatility, and the limited direct impact of Oracle’s AI-led cloud growth on OFSS’s financial software business.
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2025-09-05Niranjan Ghatule
The Indian stock market faced sharp volatility after a fake news report suggested US President Donald Trump might impose tariffs on Indian IT services. Nifty IT dropped nearly 1.5% while Sensex and Nifty 50 closed flat. Investors remain cautious as trade policy uncertainty continues.
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2025-07-28Niranjan Ghatule
India's job market is under pressure as IT sector growth slows, AI threatens low-skill jobs, and Trump's outsourcing ban targets Indian tech workers. TCS lays off 12,000 amid rising uncertainty.
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2025-07-17Niranjan Ghatule
Indian IT majors—TCS, HCLTech, Wipro, and Tech Mahindra—have announced their Q1 FY26 results, revealing mixed performances in revenue, profit, and margins. While TCS led in overall profit, Wipro posted the highest profit growth. HCLTech revised its guidance upward with strong cash flows, and Tech Mahindra struggled with steep declines.
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2025-07-08Niranjan Ghatule
As Q1FY26 earnings season begins, largecap IT firms like TCS, HCLTech, and Wipro may see weak growth, while midcap companies and those focused on BFSI could post stronger numbers despite tough macro conditions.
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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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2025-06-18Niranjan Ghatule
Despite annual pay hikes, many Indian IT employees are unknowingly losing purchasing power due to inflation-adjusted salary erosion. This blog highlights the silent financial risk and explains why upskilling, reskilling, and diversifying income are now essential for true financial growth.
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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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