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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2025-03-20Niranjan 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.
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2025-03-18Niranjan 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
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