India’s IT sector faces a modest December quarter. Investors should focus on management outlook rather than just numbers. Deal wins are expected to be around one. Smaller companies are now competing for deals. Artificial intelligence will support margins, not growth. Investors should prefer smaller IT firms and watch valuations closely.
F&O Talk: Smallcap index better placed than Nifty, says Sudeep Shah; picks 9 stocks for next week
SBI Securities expects Nifty’s breakout to strengthen if it crosses 24,450, opening the door to 24,900. While small-caps continue outperforming, Bank Nifty retains a positive