India’s IT Sector Has Rallied, But What Next?
Large caps stabilising, mid-tiers outperforming, AI deflation weighing on guidance across the globe The Indian IT sector has had a complicated year. Growth has been modest. Guidance cuts have arrived from Accenture, Infosys, Cognizant and others. And yet the stocks have rallied — supported by reasonable valuations, attractive dividend yields and what Systematix describes as … Read more