2025-07-18Niranjan Ghatule
Indian stock markets are under pressure amid weak Q1 results from major IT and banking companies, Trump tariff fears, and Citi’s downgrade. Nifty has slipped below key support levels as investors await Reliance, HDFC Bank, and ICICI Bank results to determine the market’s next move.
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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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2025-07-17Niranjan Ghatule
HDFC Flexi Cap Fund’s June 2025 portfolio reveals key shifts in holdings, with fresh entries into Sundram Fasteners and Hindalco, increased exposure to large caps like Bank of Baroda and TCS, and complete exits from Tech Mahindra, ITC, and Prestige Estates. The fund’s top holdings remain in financial giants like ICICI Bank, HDFC, and SBI Life. Cash holding is at 10.38%, reflecting a cautious inves
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2025-07-03Niranjan Ghatule
Despite a weakening US economy and rising tariff concerns, Coforge hits an all-time high while major Indian IT players like TCS, Infosys, and HCL Tech remain below their peaks. With Q1 results approaching and rate cuts on the table, is this the perfect entry point for IT investors?
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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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2025-05-19Niranjan Ghatule
Indian IT stocks fell after Moody's downgraded the US credit rating, raising concerns over rising debt and fiscal instability. With over 60% of revenue coming from the US, companies like TCS, Infosys, and Wipro saw declines. Here's how the downgrade impacted key Indian IT stocks.
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2025-05-12Niranjan Ghatule
Nifty IT index surged over 7% intraday as the US and China signed a major trade deal in Geneva, cutting tariffs significantly and easing recession fears. With over 60% of Indian IT revenue coming from the US, the deal brought a strong rally across IT stocks. Major gainers included Infosys, TCS, HCLTech, and Coforge, while Nasdaq futures also rose 4% on positive global sentiment.
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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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2025-03-28Niranjan 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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