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Foreign investors are selling Indian IT shares heavily. This trend continues as valuations remain high and AI opportunities are missed. Other sectors like consumer services and healthcare also saw selling. Delays in the US-India trade deal are a factor. Telecommunication sector received inflows due to a large deal. Oil & gas and 'Others' saw purchases. Investors remain cautious on India.
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News and Media
Investors may consider increasing their stake in Indian IT companies. Valuations are now attractive after a period of underperformance. Spending on Generative AI services is expected to pick up in the coming quarters. The Nifty IT index has lagged the benchmark Nifty. This presents an opportunity for selective and gradual portfolio adjustments.
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News and Media
WeWork India reported robust double-digit growth in revenue and EBITDA for the September 2025 quarter, with sustained momentum expected to drive faster top-line growth in FY26. The company is focused on capacity expansion and strengthening its balance sheet, aiming for near-zero debt by March 2026. Analysts maintain a 'buy' rating, citing strong performance and future potential.
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News and Media
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