IT Sector: Demand resilience
The participants represented the full spectrum of listed Indian IT (tier-1 and mid-tier) and experts ranging from deal advisors, global services,...
354 Views
Information Technology - Two to Tango
Mindtree (MTCL) will merge into L&T Infotech (LTI) to form the amalgamated entity ‘LTIMindtree’ in a deal that has been widely speculated and...
203 Views
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
LTIMindtree (Update): In the Big League. Maintain BUY
We prefer LTIMindtree (LTIM) within large-cap IT and expect the company to outperform tier-1 IT peers on growth despite challenges in the BFSI...
549 Views