ETMarkets Smart Talk | IT sector set for 2H25 comeback backed by low base, global tailwinds: Ambit Capital

July 11, 2025

Ambit Capital suggests India’s IT sector is poised for a revival in late 2025, driven by seasonality and global tech demand. The market favors large-caps and stock pickers due to muted returns and rising concentration. Experts recommend defensive sectors like FMCG, Pharma, and IT, emphasizing quality and low volatility stocks amid slowing earnings growth and a cyclical slowdown.

More To Explore

Jefferies says Vodafone Idea shares can soar 143% in bull case scenario. 3 reasons why brokerage is upbeat

Jefferies sees a wide risk-reward range for Vodafone Idea, forecasting up to 143% upside in its bull case and 25% downside in its bear case.

October 27, 2026

Aerospace stock Aequs plunges 19% after Q2 results. Why are investors worried?

Aequs shares fell sharply on Tuesday after the aerospace manufacturer’s Q2 FY27 net loss more than doubled to Rs 52 crore. Revenue rose 45% year-on-year,

October 27, 2026

Advertiser Disclosure

Great-investor.com helps users across the globe to find out The latest news, Guides, and Info about finance and investments. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data.

Disclaimer

It is our organization’s primary mission to provide reviews, commentary, and analysis that are unbiased and objective. While great-investor.com has some data verified by industry participants, it can vary from time to time. Operating as an online business, this site may be compensated through third party advertisers. Our receipt of such compensation shall not be construed as an endorsement or recommendation by great-investor.com, nor shall it bias our reviews, analysis, and opinions. Please see our General Disclaimers for more information.

The information on this website does not constitute investment advice or a recommendation or a solicitation to engage in any investment activity. This website and its content are not intended for residents of the UAE, US, Canada, Australia, UK, Russia, North Korea, China, Japan, Hong Kong, Singapore and Iran.

Top10 International FZ LLE | 17th Floor, Creative Tower | 4422 | Fujairah | TRN: 100608946800003