SOWILO INVESTMENT

​I think we are maybe one or two quarter away from it flowing down to even outsourcing. But because markets are forward looking, you can see a big run up even in the Indian IT services much before the actual numbers come.

Nifty IT index fell 2.3% with Coforge and Persistent Systems as top losers, despite Nifty hitting a lifetime high. IT sector has seen recent positive returns but remains a laggard over the quarter.

​I think now the attrition rates are under control. Margin should expand because margin is a direct factor of where your attrition is, utilisation is. So, I think the revenue growth I do not see will pick up very substantially immediately, because i...

Sandip Agarwal asks: "Despite a strong TCV, why is the growth guidance so low? We are not able to connect the dots of what is pulling down growth so much and why they are projecting this kind of growth. In my view, this guidance and these numbers ar...

​This year I think I will compare with 2021 when people were very negative in the month of January because they were seeing a lot of impact of COVID and all that and suddenly in March they realised that oh, we need technology to even survive in COVI...

Sandip Agarwal says for Accenture, the challenge is on the discretionary side or on the consulting side, where we have small presence for some of the names like TCS and Infosys but for them, it is not a big chunk like it is for Accenture. He advises...

Sandip Agarwal says: “This quarter, the IT companies will show a slight beat in margin. In the next quarter, thereshould be a bigger beat in margin followed by even further better margins in the first half of FY25. We will have good margins to start...

Sandip Agarwal says: According to me, the IT sector has gone through a good time correction. So, possibly we will see another 10-15% return, which the sector gives every year at different points of time. That time will be, sometimes in the next few ...

Sandip Agarwal says: “This will be a year of chasing value rather than growth in the sector. And Wipro was most reasonably priced at 410-420 and I think the market has brought it to some level playing field in that sense. I would say 10-15% return f...

​ I think these stocks have undergone time correction and some price earning multiple correction, so they are now in sweet spot. I do not expect a much decline from here. In my view, investors will come in and buy these names in next one or two mont...

Areas such as domestic consumption, building materials, home consumption, and manufacturing show potential for growth. However, caution should be exercised when considering valuations. Playing specific themes in the market is the best approach. The ...