Monday, 5 October 2026Updated 3m ago
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Broker call▲ Bullish for Indian equities

Indian IT stocks could see a turnaround as AI fears ease: Moshe Katri

1 source · first seen 13:17 5 Oct · updated 13:17 5 Oct

The brief

Written from 1 report · check the source before you trade
  • Moshe Katri says Indian IT stocks could turn around as AI fears ease
  • A sustained re-rating depends on a recovery
  • A sustained recovery could lift Indian IT-services stocks, but the re-rating remains conditional

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113 stories this week
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  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 OctTCS, Infosys to Wipro: Jefferies sees earnings risk while Nuvama eyes upside for IT stocksBroker call · 1 source
  4. 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
  5. 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
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1 report · earliest 13:17
CNBC-TV18Indian IT stocks could see a turnaround as AI fears ease: Moshe Katri13:17