IT

Markets

US-Iran war, high crude oil prices could shave off as much as 4% from Nifty earnings: Somil Mehta, Mirae Asset Sharekhan

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 2026
Markets

Nifty IT outperforms Nifty 50 since US-Iran war began: Is it a good contrarian buy amid stock market crash?

Indian 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 2026
Companies

Early, contrarian AI trend has global IT firms hiring more in India to deliver growth, improve margins

Capgemini, 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 2026
News

CEO offers ₹28 LPA, candidate accepts; then asks ₹36 LPA days before joining. Internet calls it 'calculative and smart'

A 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 2026
Markets

IT sector valuations highly attractive after 21% YTD slump; Coforge, Infosys, TCS among top IT stocks to buy: Nuvama

Indian 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 2026
Markets

HAL, BEL, BDL, Zen Technologies to GRSE: Is defence the new IT for the Indian stock market?

Indian 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 2026
Companies

AI rocks the tech boat, but an island of calm is in sight

ER&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 2026
Markets

FPI Tracker: IT stocks see ₹17,000 crore outflows in February; Capital Goods, Financials lead inflows

FPI 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 2026
Markets

Infosys to TCS, HCL Tech: Nifty IT jumps despite weakness on Dalal Street - Kotak cuts targets for 7 IT stocks

Despite 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 2026
Companies

Accenture to buy connectivity division of Ziff Davis for $1.2 billion

The 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