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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India AI Impact Summit 2026: From "Back-Office" To "Sovereign AI Factory"
​At India AI Impact Summit 2026, Reliance Industries and Tata Group unveil historic capex plans for sovereign AI, shifting India from AI consumer...
339 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
Information Technology: Growth revival: Cloud to AI led services
The Indian IT services sector is positioned for a growth recovery starting in 2026, following a phase of muted performance from 2022 to 2025
332 Views
Thematic Report on The Great IT Bifurcation: Why TCS Is Downsizing While Coforge Soars
​Q2FY26 results reveal a deceptive stability in the IT sector, with Tier-1 players facing challenges while agile Mid-Tiers capitalize on AI,...
597 Views