Event Driven- Middle East Volatility: How Indian Sectors Respond to Higher Crude
Middle East tensions may push Brent crude towards $85-90/barrel, posing inflation and current account deficit risks for India, with varying...
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From Headcount to Agents: Structural Change in Indian IT Industry
Major brokerages de-rate Indian IT sector due to "Agentic AI" disruption, shifting revenue mix towards consulting and risking further valuation de...
223 Views
Impact of India-US Trade Deal
The US has decided to reduce the reciprocal tariff on Indian goods to 18% from the earlier 50%. The trade deal is structurally positive for India’s...
157 Views
HSIE Results Daily: Infosys, Union Bank of India
INFY delivered a strong Q3 performance with CC growth of 0.6/1.7% QoQ/YoY. The adjusted EBIT margin expanded by 20bps sequentially to 21.2%, which...
165 Views
IT (Q3FY26E Results Preview): Seasonal weakness, improving visibility
The Indian IT services sector is headed for a seasonally weak Q3FY26, with Tier1 players expected to deliver ~0.6–2.1% QoQ CC growth and mid-tier...
197 Views