George Thomas, Equity Fund Manager, Quantum AMC, says incrementally, things should look better from where we are today. We are more positioned towards IT largecap names which would benefit in large end-to-end integration deals. Some of the IT mid and smallcap stocks have been factoring too much of positive news and valuations are slightly on … Read more
After more than a year of slowing sales, India’s software services companies that power corporations ranging from global banks to retailers to planemakers may finally be seeing light at the end of the tunnel. Banks spending more on technology to meet regulatory mandates, companies upgrading SAP systems and a broader increase in technology spending after … Read more
Mahantesh Sabarad, Independent Market Expert, says “the way the IT sector has fallen suggests that probably much of the negative news is already factored in and there is nothing much to look forward to in terms of further negative news. If that is the case, there will be a sigh of relief that will come … Read more
