Monday, 5 October 2026Updated 11m ago
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Broker call▼ Bearish for Indian equities

‘Macro overshadowing micro’: Capitalmind AMC expects selling despite decent Q2 results

1 source · first seen 13:24 5 Oct · updated 13:24 5 Oct

The brief

Written from 1 report · check the source before you trade
  • Anoop Vijaykumar expects selling despite decent Q2 results; pharma may remain resilient
  • He sees slower recovery for largecap IT and remains cautious on consumption stocks
  • Cautious outlook weighs on Indian pharma, IT and consumption stocks despite decent Q2 results

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Pharma and healthcare17 todayIT demand11 todayFMCG and consumption25 todayMutual funds22 today

Linked by the tag IT demand

37 stories this week
  1. 5 OctAI deals seen driving medium-term growth as Indian IT sector faces muted Q2: Report1 source · India’s IT services sector is likely to report muted performance in FY27’s second quarter
  2. 5 OctIndian IT’s Q2 earnings dilemma deepens: More deals but weaker growth and falling pricing powerResults · 1 source · Indian IT firms face stronger deal activity but weaker growth and falling pricing power ahead of Q2 results
  3. 5 OctAccenture forecast lifts Indian IT stocks, but investors remain divided on the outlookResults · 4 sources · Accenture’s forecast boosted Indian IT stocks and lifted the Nifty IT index
  4. 5 OctIT firms' Q2 reality check: Growth recovery still out of sightResults · 1 source · Macro uncertainty, weak demand, AI-led productivity pressures and competition may hurt IT firms' Q2 growth recovery
  5. 4 OctIT Q2 preview: Muted growth, steady margins likely; deal conversion, AI deflation under lensResults · 1 source · TCS’s Q2 earnings season begins on October 8
All IT demand stories →

Read the reports

1 report · earliest 13:24
CNBC-TV18‘Macro overshadowing micro’: Capitalmind AMC expects selling despite decent Q2 results13:24