Mahesh Patil from Aditya Birla Sun Life AMC outlines an investment strategy shaped by GST 2.0. The focus shifts towards consumption-oriented sectors like autos and consumer durables, anticipating earnings upgrades. While remaining neutral on IT, Patil identifies it as a contrarian opportunity, poised for a potential rebound with US recovery and attractive valuations.Read More
Indian IT majors including TCS, Infosys, Wipro, HCL Tech and Tech Mahindra are set to remain in focus after US President Donald Trump hiked the one-time H-1B visa fee to $100,000, unsettling investor sentiment. Analysts expect a knee-jerk selloff of 1–3% in IT stocks, though White House clarification that the levy applies only to new applications may soften the blow.Read More
Netweb Tech share price: Netweb Technologies secured a Rs 450 crore order for Tyrone AI GPU-accelerated systems, boosting India’s AI infrastructure under the IndiaAI Mission. The company reported 102% revenue growth, 127% EBITDA rise, and a net cash position of Rs 47.5 crore, highlighting strong AI-led expansion.Read More
Indian IT companies face a challenge with the new US H-1B visa fee. This fee could impact their profit margins. Companies are planning to adapt by hiring more local workers in the US. They may also shift work to other countries like Canada and India. Analysts remain cautiously optimistic about the sector’s ability to adjust.Read More
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