IT Sector: Recovery Signs
Key takeaways included (1) continued (prosaic) commentary on cost optimisation focus but signs of improvement in demand (2) stable to upward bias...
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It Services Q1fy25 Result Preview – Moderated Growth; Recovery Expected
Many large enterprises are likely to prioritize cost optimizations, resulting in an increase in cost take-out deals, vendor consolidation, and...
276 Views
IT: More of the same is good news
IT sector (coverage universe) continues to transition from a protracted IT upgrade cycle and low discretionary spending to some normalisation in...
366 Views
IT Sector (Q4FY24E Results Preview): Transition period from ‘gradually’ to ‘eventually’
IT sector (coverage universe) growth is expected to bottom out in Q4FY24 and recover ‘gradually’ in FY25E. The slowdown in macro is still a...
398 Views
Parallel Trades -16 January 2024
he spread is currently negative between TCS and INFY, signaling a long signal on the spread, which means we believe it would retrace up towards the...
391 Views