Kotak names TCS as top large cap pick but warns Infosys, Wipro face weak Q1 – Prefer 3 midcap IT stocks
Artificial intelligence is beginning to redraw the competitive landscape for India’s IT services industry, but Kotak believes the biggest winners may not be the traditional large-cap players. Instead, the brokerage said select mid-tier companies with stronger execution, healthy deal momentum and differentiated capabilities are better positioned to navigate an environment marked by AI-led pricing pressure, slowing discretionary spending and cautious client budgets.
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Kotak names TCS as top large cap pick but warns Infosys, Wipro face weak Q1 – Prefer 3 midcap IT stocks Why it matters: AI News is moving the AI stack right now, and this update helps explain what changed for builders. Source: Telecomliveweb https://a2zai.ai/bytes/kotak-name...
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