Jefferies has downgraded Indian information technology (IT) companies Infosys, HCLTech, and Mphasis to "hold"; LTI MindTree, Tata Consultancy Services (TCS) and Hexaware to "underperform", citing artificial intelligence (AI)-related concerns. Coforge, Sagility and IKS, however, still remain its top picks.
Fears around artificial intelligence (AI) sparked a global selloff in information technology (IT) stocks, dragging down domestic software shares and prompting the heaviest foreign portfolio investor (FPI) outflows since the second half of July 2025.
Showing clear signs of quicker recovery from the current crisis, the scam-devastated Satyam Computer Services has been awarded a fixed bid project on data modelling by a leading provider of healthcare solutions by diagnostic, treatment and preventative care.
'Storytelling will never change.' 'As long as storytelling can be unpredictable... AI cannot tell you an unpredictable story.'
Bangladesh's newly-elected Prime Minister Tarique Rahman pledged to strengthen the rule of law and ensure the country is a safe land for people of all faiths, while also addressing corruption and improving law and order.
'Today, we are at a stage where we have launched a voice-to-voice model that supports 14 Indian languages.'
Replacing over a third of India's oil imports at competitive rates is going to be a challenge, said traders from State refiners, even though some progress was made in the last two months.
They are venturing into allied businesses, which range from starting talent management agencies to music labels to tap into every possible monetisable opportunity to appeal to investors.
An elderly couple in Delhi was robbed of valuables in a staged ED raid orchestrated by their domestic help and her accomplices, including an ITBP constable and a former army personnel.
HCLTech expects its recent large acquisitions to contribute about 1.5 per cent to revenue in 2026-27 (FY27), Chief Executive Officer and Managing Director C Vijayakumar said, as the company looks to build newer revenue streams in a subdued macroeconomic environment.
Fight on toward goals that keep receding, or exit with most objectives unmet. Trump is agitated, his poll numbers falling below the Plimsoll line, his base fractured between those who back the war and those who remember that he campaigned on ending them.
Shift from producing graduates proficient in analysis and strategy to producing graduates capable of initiating, executing, and scaling impactful actions in real-world environments, points out Ajit Balakrishnan.
'No one can or will bar India from pursuing its energy goals as it wishes.' 'The US FTA wording may sound more restrictive, but the underlying reality will not undermine India's sovereign energy decisions.'
'Women in crime can turn on and off emotions like a tap.' 'Something that comes in the way of their goals can be eliminated without a second thought.'
'It requires tail layering and customising, and you can't just sprinkle your organisation with co-pilots and be done with it.'
'The real question is how best to leverage technology to deliver better services, all the way to the last mile, where we still haven't been able to get across the financial literacy that can enable us to unlock the potential of the entire country.'
It said that when a retiree, who withdraws amounts in the range of Rs 10,000 or Rs 20,000, suddenly withdraws huge amounts, then the bank should issue an alert.
The Supreme Court has expressed serious concerns about the rise in digital fraud, particularly digital arrest scams, and has directed the central government to develop a standard operating procedure to combat these crimes.
'Artificial Intelligence-assisted surgery is expected to shape the future of operating theatres in India.'
As AI adoption replaces routine roles, hiring is increasingly shifting toward AI-specific skills.
India's manufacturing sector activity witnessed the weakest improvement in the sector in two years in December on account of softer expansions in new orders, prompting firms to limit input purchases and job creation, a monthly survey said on Friday. The seasonally adjusted HSBC India Manufacturing Purchasing Managers' Index (PMI) -- an indicator of sector performance -- fell from 56.6 in November to 55 in December.
Restoring weighted tax deductions and adopting a petty patents regime can foster firm-level innovative activity critical for competitiveness, points out Nagesh Kumar.
'When a technology is this fundamental, a country should have its own version of it, rather than relying on whether someone else chooses to build it for you.'
India is a global leader in software development services, IT enabled services, knowledge process outsourcing services and contract R&D services relating to software development, Sitharaman said noting these business segments are quite inter-connected with each other.
India Inc on Sunday hailed the Union Budget 2026-27 as a 'structural shift' in the country's technology landscape, noting that the government is moving beyond fragmented pilots to build foundational layers where AI serves as a 'horizontal enabler' for the entire economy.
India is the second-most-preferred destination among chief executive officers planning international investments - up from the fifth spot last year, according to PwC's 29th Annual Global CEO Survey released on Tuesday. The United States is their first choice.
'The trade deficit in some sectors is huge and that is an area of opportunity to localise.'
'Headcount expansion is more likely in revenue-linked and product-critical teams than in broad based hiring.'
India's services sector growth moderated in December, as the rates of expansion in incoming new work and output eased to the slowest in 11 months, and companies refrained from recruiting additional staff, a monthly survey said on Tuesday. The seasonally adjusted HSBC India Services PMI Business Activity Index fell from 59.8 in November to 58.0 in December, indicating the slowest rate of expansion since January.
Concerns have emerged about the impact of AI adoption on young workers, particularly those seeking their first job in high-skilled occupations.
'We have tags of state animals and birds. However, the invisible world of microbes is doing a lot of things for us in nature, not just for human beings but for the entire life.'
The Centre is regularly holding consultations with stakeholders to streamline foreign direct investments (FDIs) and foreign institutional investments (FIIs) related processes to enable faster and more efficient investment flows into the country, said Commerce and Industry Minister Piyush Goyal, adding one such meeting with stakeholders was held on Tuesday.
This Budget positions India's taxation ideology as not merely a revenue source but as a strategic catalyst for growth, inclusion and long-term confidence.
FDI inflows into India are expected to register robust growth in 2026, supported by strong macroeconomic fundamentals, big-ticket investment announcements, sustained efforts to improve the ease of doing business, and a new generation of investment-linked trade pacts.
'4 lakh to 5 lakh people graduating in computer science getting jobs in software companies will not happen.'
Shares of information technology (IT) companies were in demand on Friday, with the National Stock Exchange's (NSE's) Nifty IT index rallying 3.3 per cent on . This came after Infosys reported steady sequential growth, driven by health care boost and large deal rampup in a seasonally weak quarter (Q3FY26).
The government's Budget announcements providing tax holiday for data centres, setting up of city economic regions (CERs) and funding to improve infrastructure in Tier-II and -III cities may give an indirect boost to India's realty sector, said industry executives.
With discretionary spending still under pressure, the information technology (IT) services industry continued to face an uncertain demand environment in the third quarter of 2025-26 (Q3FY26).
Investors and startup executives are calling for extending the period for an entity to be recognised as a startup from 10 to 15 years for deep-tech companies.
'Perhaps unlike any previous era of software, this one requires a rethink in even the lifecycle of how we build.'
