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Is India IT sector ready for a structural rally? We will know soon. IT can fill the vacuum caused by Financial sector de-rating as it can absorb big money. Unlike Chemicals, Agrochemicals & Pharma which although leading cannot absorb big money that also seeks liquidity.
NIfty IT index up 27% from July 15. Can see the footprint of large buyers today.
With digital, cloud and saas servicies exploding post WFH, there could be a secon homecoming to tech companies in India. At least, some of them for sure.
#India #technology #Digital #CloudComputing
With digital, cloud and saas servicies exploding post WFH, there could be a secon homecoming to tech companies in India. At least, some of them for sure.
#India #technology #Digital #CloudComputing
*second homecoming
The rate of growth globally for digital, cloud and saas is as high as 50%+.
If Indian tech can step into the tailwind, there could be a case for PE re-rating after a long time.
If Indian tech can step into the tailwind, there could be a case for PE re-rating after a long time.
#Infosys #TCS #TechM #Coforge #KPIT #Mindtree #Bsoft at new all time highs. With volume.
The elephant has entered the bathtub.
The elephant has entered the bathtub.
The footprint of the big money that moves stocks is now there for everyone to see in tech stocks. Upgrades, new commentary, sell side analysts scrambling for revising targets, higher delivery, funds loading up....the whole shebang.
New 52week highs #infy #hcltech #coforge #LTTS
New 52week highs #infy #hcltech #coforge #LTTS
India IT sector was reborn in 2020. The coming years for some of the companies will be a new epoch
.
Ride the wave.
#Nifty
.Ride the wave.
#Nifty
