IT stocks

Fake News on US Tariffs Sparks Heavy Selling in Indian IT Stocks, Market Ends Flat

2025-09-05 Niranjan 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.

Here is Why IT Stocks Are Up Today

2025-08-25 Niranjan Ghatule

Indian IT stocks surged on August 25, 2025, after Fed Chair Jerome Powell signaled a September rate cut at Jackson Hole. With higher U.S. IT spending prospects, a weaker dollar boosting margins, and global market optimism, stocks like TCS, Infosys, Wipro, Tech Mahindra, and HCL Tech are Trading higher.

Global Brokerages Weigh In on Indian IT Sector: Here Is What Morgan Stanley & CLSA Say

2025-06-19 Niranjan 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.

Goldman Sachs Downgrades Indian IT Growth Forecasts Amid US Economic Uncertainty

2025-03-28 Niranjan 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.

Infosys and Wipro ADRs Drop 3% as Accenture Shares Plunge 8% After Weak Q2 FY25 Results

2025-03-20 Niranjan Ghatule

This article covers the recent decline in Infosys and Wipro ADRs following Accenture's weak Q2 FY25 earnings. It explains the business model relationship between Accenture and Indian IT companies, highlighting how Accenture’s performance serves as a leading indicator for the sector.

Market Outlook: Nilesh Shah’s Insights on Equity Trends and Growth Opportunities

2025-03-18 Niranjan Ghatule

This article provides insights from Nilesh Shah, MD of Kotak AMC, on the current stock market trends, FPI activity, and sectoral opportunities. It covers key themes such as India's structural growth, the impact of foreign investor selling, and strategic investment approaches. Shah emphasizes the importance of quality stocks over momentum, the role of AI and defense sectors

Fake News on US Tariffs Sparks Heavy Selling in Indian IT Stocks, Market Ends Flat

Here is Why IT Stocks Are Up Today

Global Brokerages Weigh In on Indian IT Sector: Here Is What Morgan Stanley & CLSA Say

Goldman Sachs Downgrades Indian IT Growth Forecasts Amid US Economic Uncertainty

Infosys and Wipro ADRs Drop 3% as Accenture Shares Plunge 8% After Weak Q2 FY25 Results

Market Outlook: Nilesh Shah’s Insights on Equity Trends and Growth Opportunities

Cues to Watch for Markets: September 13–19

Pakistan Once Again Raises Indus Water Treaty Issue, Accuses India of Violations Amid Rising Tensions

Trump Shifts Tariff Focus from India to China, Calls on NATO to Join Sanctions Push

India’s Inflation Data for August 2025: Market Reaction and RBI’s Next Move

SEBI Board Meeting Outcomes: Key Announcements on IPO Norms, Mutual Funds, REITs, F&O Trading, and More