IT Sector - Decoding Signal from Noise
In this note, we decode the signal from noise and probe some key questions: (1) How structural is the demand and how correlated is it to the macros...
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IT: Supply-Side Constraints Persist; Demand Robust
IT Services sector is expected to report strong growth in Q4FY22 primarily on account of the new large deal wins and a ramp-up of deals won in the...
434 Views
Information Technology: Moderating, yet Strong
IT index is up >40% (mid-tier >100%) over the past year, supported by (1) earnings upgrade of ~5% for tier-1 IT and ~20% for mid-tier IT and...
398 Views
Pick of the Week - Cyient Ltd- 06 NOV 2023
Cyient collaborates with its customers to design digital enterprises, build intelligent products and platforms, and solve sustainability challenges.
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Accenture - Skeptical Outlook For FY24; FY 25 May See a Strong Recovery
Accenture reported strong Q4FY23 results, below street expectations on all financial and operational terms. Revenue for the quarter stood at $15.98...
628 Views