Expert view: Higher energy costs increase input expenses for several sectors, which could pressure margins and reduce overall earnings growth across companies in the Nifty index, said Somil Mehta, Mirae Asset Sharekhan.
3 min read12 Mar 2026Indian IT stocks faced pressure from fears of AI disrupting outsourcing, yet the US–Iran conflict may offer a contrarian investment opportunity. While the Nifty IT index has fallen 15.5% in a month, currency movements could cushion the sector amidst ongoing volatility.
3 min read12 Mar 2026Capgemini, Cognizant, and EPAM are increasing India headcount to leverage local talent as demand for tech workers rises due to AI integration. This trend, driven by a need to protect margins, contrasts with some Indian peers reducing workforce. Read the trend-spotting story to know more.
5 min read12 Mar 2026A post by KnotDating co-founder and CEO Jasveer Singh about a job candidate renegotiating salary just days before joining has gone viral on X, sparking a heated debate online about hiring practices, salary negotiations and “offer shopping” in the tech industry.
2 min read11 Mar 2026Indian IT stocks have undergone massive value erosion over the last few months amid fears of Gen-AI affecting the long-term business model of sectoral companies. The Nifty IT index has plunged 21% YTD, with large-cap IT stocks falling 20% and midcaps IT stocks correcting 25% over the same period.
2 min read11 Mar 2026Indian stock market: Driven by geopolitical tensions and strong order books, firms like HAL and BDL have seen returns exceeding 500%, prompting experts to view defence as a potential growth sector akin to IT
4 min read8 Mar 2026ER&D firms that build complex hardware and the associated software may be less vulnerable to the AI apocalypse. The reason: Much of their work goes into creating physical products, with repetitive and software work contributing only a small part.
4 min read7 Mar 2026FPI outflows in the Indian IT sector amounted to ₹16,949 crore during February. This followed FPI selling worth ₹1,835 crore in IT stocks in January, as per NSDL data.
1 min read6 Mar 2026Despite a weak overall market on March 6, IT stocks performed well, with the Nifty IT index increasing by almost 2%. The Sensex fell over 500 points as geopolitical tensions affected investor sentiment.
3 min read6 Mar 2026The acquisition marks one of Accenture’s largest in recent years, signalling a significant ramp-up in its M&A plans.
3 min read4 Mar 2026