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Indian IT firms’ robust business models, honed over decades, are well-equipped to navigate AI disruption, according to analyst Sandip Agarwal. While valuations remain a concern, the sector’s ability to reskill and adapt to client needs, coupled with significant AI opportunities, suggests resilience. Strong industry preparedness for AI implementation promises substantial revenue growth in the coming years.Read More

Public sector banks remain attractive for investors even after recent gains. A significant valuation gap persists with private lenders, suggesting further narrowing. Metals are in a strong long-term upcycle driven by global trends. Volatility in commodities is natural, but the outlook is positive. Investors can still selectively enter PSU banks and metals for future growth.Read More

The International Monetary Fund said the Japanese yen’s value should be set by market forces, reaffirming support for Japan’s flexible exchange-rate regime amid global currency volatility. IMF mission chief Rahul Anand noted there is no “right” level for the currency, as exchange-rate movements help economies adjust to global shifts.Read More

Infosys’ AI roadmap, targeting a $300-400 billion market, failed to impress investors, causing shares to tumble despite a bullish outlook from brokerages. While the company highlighted AI as a structural tailwind, market concerns persist over the immediate deflationary impact on legacy revenues versus the long-term benefits.Read More

Indian government bonds remained steady Wednesday despite a debt switch aimed at reducing gross borrowing for the upcoming fiscal year. Traders are now anticipating upcoming debt supply and a holiday closure. The benchmark bond yield saw a slight increase after a recent decline. Investors await Friday’s significant bond sale, with overnight swap rates showing mixed activity.Read More