IT Sector
Tech Mahindra's $500m-plus Telefónica deal, one of its biggest ever deal wins
Tech Mahindra has won a $500 million-plus, five-year deal from Telefónica O2—its biggest-ever contract in Europe—bolstering CEO Mohit Joshi’s turnaround push as telecom growth revives.
4 min read21 Jan 2026CEO rallies evaporate in a flash as investors punish Wipro and LTIMindtree amid IT slump
In less than two trading sessions, shares of Wipro and LTIMindtree have given up 100% and 25% of their respective gains since their CEOs took over. What's causing this?
3 min read20 Jan 2026The Great Integration: How AI is reshaping Indian IT’s growth, hiring and business models
After surviving a brutal demand slowdown, India’s IT service majors are betting their future on moving from volume-driven outsourcing to AI-led integration. Earnings, hiring plans and deal wins hint at opportunity. This could be the year we’ll know if they can acquire a new growth story.
4 min read19 Jan 2026IT sector Q3 results review: What TCS, Infosys, Wipro, Tech Mahindra earnings signal?
Indian IT services firms report Q3 earnings that exceed expectations, suggesting the worst might be over. With a focus on AI integration and improving deal quality, experts believe a measured recovery is in sight, despite ongoing global challenges and cautious spending trends.
3 min read17 Jan 2026The Infosys rally masks a deeper question: Can India’s outsourcing giants survive the age of AI?
Infosys’s upbeat forecast may have briefly revived hopes for India’s $200 billion outsourcing industry, but the relief rally in its stock may not last. As AI squeezes demand for coders, slimming down risks political backlash in an economy starved of white-collar jobs. The sector faces tough choices
3 min read16 Jan 2026What Should Investors Watch For In Budget 2026? Vikas Khemani Explains!
As the date for the Budget 2026 announcement draws closer, what should investors do with their portfolio? Will it have a big impact? To understand this, we speak with Carnelian Asset Managers founder Vikas Khemani - listen in to this excerpt, full video dropping soon!
13 Jan 2026India’s Top IT Firms Face U.S. Demand MELTDOWN | What’s Happening?
India's IT Giants Face Muted Q3 Growth! Brokerages warn top firms (TCS, Infosys, HCL) to post just 4-5% YoY revenue growth in Dec quarter—down from double-digit pandemic boom. US demand softens amid recession fears, policy uncertainty & cautious spending. $100K H-1B visa threat & tariffs loom. Nifty IT crashed 12.6% in 2025 as FIIs dumped $8.5B shares. AI adoption slow to translate into big contracts—real momentum in 2026?
8 Jan 2026From TCS, Persistent to Tech Mahindra— Experts recommend these IT stocks to buy ahead of Q3 FY26 results
As Q3 FY26 approaches, analysts highlight key IT stocks like Persistent Systems and Tech Mahindra, projecting potential growth despite seasonal challenges. The December quarter is a seasonally weak quarter for the IT companies due to furloughs. Consequently, growth could slow.
3 min read7 Jan 2026Achche din for homegrown IT services companies delayed
Geopolitical uncertainty and US-Europe tariff concerns have dampened hopes for a quick rebound in tech spending. Brokerages expect a mixed bag for the Big Five, with recovery likely to be deferred to the next fiscal year.
4 min read5 Jan 2026These five IT stocks pay large dividends. Should you invest or stay away?
IT stocks generally offer moderate but consistent dividends. However, investors must remember that dividends are only one component of an overall investment thesis and should never be the only consideration when purchasing a stock.
7 min read3 Jan 2026Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.