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AI set to transform Indian IT industry, but market oblivious to risks: Kotak Equities

Money Control

Money Control · 1y ago

AI set to transform Indian IT industry, but market oblivious to risks: Kotak Equities

According to analysts at Kotak Institutional Equities, the impact of artificial intelligence (AI) on the Indian IT industry has not been factored in by the market. They believe there will be a sharp acceleration in disruptive forces across sectors such as automobiles, commodity chemicals, and IT services. The report highlights that Indian IT companies are in various stages of adopting AI, with Infosys, HCL Tech, TCS, Wipro, and Happiest Minds all making moves in this area. The analysts predict that while client budgets may not change significantly, AI projects will see higher allocation.

Related News

Kotak’s Sanjeev Prasad: How much should investors pay for future growth?

Money Control

Money Control · 1y ago

Kotak’s Sanjeev Prasad: How much should investors pay for future growth?

Sanjeev Prasad, MD and Co-Head, Kotak Institutional Equities, highlights the belief of Indian retail investors in perpetual market gains and high returns. He discusses the future of corporate earnings in an interview with Moneycontrol Pro’s Vatsala Kamat.

IT sector slowly showing signs of bottoming out: Capitalmind's Sidhanth Paul

Economic Times

Economic Times · 1d ago

IT sector slowly showing signs of bottoming out: Capitalmind's Sidhanth Paul

After a lengthy downturn, the Indian IT sector may be stabilizing, according to Sidhanth Paul from Capitalmind. While AI revenues aren't significant now, contributions from these segments could lead to a market rerating. Valuations have already factored in negativity, but mid-tier IT companies are adopting niches in AI and automation, signaling possible recovery. A diversified investment strategy involving equities, debt, and gold is advised for market stability and growth.

Stock market: India-centric derating done, global pain next? Peak panic yet to come, warns Nuvama

Business Today

Business Today · 5m ago

Stock market: India-centric derating done, global pain next? Peak panic yet to come, warns Nuvama

Nuvama Institutional Equities reports that the recent Indian market correction is India-centric, with peak panic yet to come. This correction coincides with weak top-line growth and high valuations. Despite RBI easing, global uncertainties and rising US recession risks pose challenges. India’s recent valuation premium to emerging markets has normalized, indicating potential relief. Historically, equities pivot requires deep rate cuts and cheap valuations. Nuvama maintains a defensive stance, downgrading IT to underweight and increasing consumer sector holdings.

Why Infosys’s optimism stands apart from TCS’s restraint

Livemint

Livemint · 8d ago

Why Infosys’s optimism stands apart from TCS’s restraint

Infosys has expressed optimism for fiscal year 2026, being the first major Indian IT firm to do so, as it raises its revenue guidance and anticipates improved tech spending. This contrasts with the cautious stances of peers like Tata Consultancy Services (TCS) and Wipro amidst macroeconomic uncertainty and generative AI disruptions. Infosys CEO Salil Parekh's discussions with Kotak Institutional Equities analysts highlight their confidence in a macroeconomic recovery, despite past challenges like the US tariff changes.

Kotak raises a red flag - market in 'riskless' mode

Money Control

Money Control · 1y ago

Kotak raises a red flag - market in 'riskless' mode

Kotak Institutional Equities suggests that the markets have outpaced the underlying fundamentals, making it difficult to find value. Some prominent stocks are trading at peak valuations. The market's strength is primarily driven by liquidity and investments through passive funds. Despite various challenges, Indian and global markets have seen significant growth since March 2023.

Will Fed rate cuts drive fund flows into emerging markets?

Money Control

Money Control · 11m ago

Will Fed rate cuts drive fund flows into emerging markets?

Domestic fund inflows in Indian equities have successfully offset the decline in foreign portfolio investments. As the US Federal Reserve prepares to cut its policy rate, the interest rate gap between US and Indian bonds is expected to widen. While this may potentially lead to capital outflows from the US into emerging markets, it remains uncertain whether this will drive inflows into emerging market equities. The argument for such flows has been unclear, but the possibility still exists.

Biden administration aims to cut AI risks with executive order

Economic Times

Economic Times · 1y ago

Biden administration aims to cut AI risks with executive order

US President Joe Biden signed an executive order aimed at reducing the risks associated with artificial intelligence (AI). The order requires developers of AI systems to share safety test results with the US government before releasing them publicly. It also directs agencies to set standards for testing and addresses related risks. However, the order received mixed responses from industry and trade groups, with concerns raised about sharing proprietary data and potential government overreach. The order also calls for guidance to prevent AI algorithms from exacerbating discrimination and a report on labor market impacts.

Nvidia-backed CoreWeave gets largely bullish coverage from brokerages

Economic Times

Economic Times · 4m ago

Nvidia-backed CoreWeave gets largely bullish coverage from brokerages

Wall Street brokerages initiated coverage of Nvidia-backed CoreWeave with positive outlooks, despite investor hesitance following its muted IPO. Thirteen major brokerages set price targets between $40 and $55, citing CoreWeave's strong position in the AI infrastructure market. CoreWeave, with 32 data centers and Nvidia chips, shows promising potential but carries risks like customer over-reliance and market volatility. A recent $11.9 billion deal with OpenAI highlights its industry influence, despite concerns over debt and clientele concentration.

Indian IT must hitch an AI ride to front office: Nvidia's Jensen Huang

Economic Times

Economic Times · 10m ago

Indian IT must hitch an AI ride to front office: Nvidia's Jensen Huang

Indian IT industry should embrace artificial intelligence (AI) and transform itself into a front office player, according to Jensen Huang, founder and CEO of chip maker Nvidia. Speaking in Mumbai, Huang said India had the digital infrastructure and the necessary software capabilities to thrive in AI. Huang predicted that IT firms would shift from being cost-focused to embracing innovation and invention. He also called for regulation of AI. Huang dismissed concerns that the technology would replace jobs, but added that it would improve productivity and elevate human capabilities.

Waaree Energies shares extend gains, jump 4% today; what's next?

Business Today

Business Today · 6m ago

Waaree Energies shares extend gains, jump 4% today; what's next?

Waaree Energies Ltd shares rose by 3.98%, closing at Rs 2,308.95, with a year-to-date change of -19.29%. The company secured a solar PV module supply order from Engie India's subsidiary, set for FY26, with an order book of 26.5 GW worth Rs 50,000 crore. Kotak Institutional Equities rated it 'Reduce' with a target of Rs 2,550. The firm's expansion plan includes increasing module and cell capacity by FY27.

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