Hello, you have tuned into ETMarkets Investors’ Guide, a show about asset classes, investment ideas and market trends. I am Nikhil Agarwal.
As the three big boys of Indian IT services – TCS, Infosys and Wipro – came out with their results last week, analysts were left busy hunting for catalysts that can trigger the next round of re-rating in the entire IT pack.
In today’s special podcast with independent market expert Rajiv Nagpal, we try to understand how things have changed for investors in IT stocks after the Q3 numbers.
Welcome to the show Mr Nagpal.
1) Does the Q3 result and management guidance give you the confidence to keep buying more IT stocks?
2) Given the kind of growth guidance shared by the big boys TCS and Infosys, what is the expectation from midcap IT stocks?
3) What about Wipro? Investors seemed to have been disappointed with the numbers given a 6% drop on Thursday. What’s your take?
Thank you Mr Nagpal. That’s all in today’s special podcast. But do keep checking this space for more such interesting content. Good bye!