Despite the cut in price targets, CLSA has reiterated its "outperform" rating on most of these names, barring Wipro, where it ...

CLSA said that despite debate around AI-led disruption in Indian IT stocks, client spending behaviour, deal structures and ...

CLSA dismisses concerns over AI disruption in India's IT sector but reduces target prices due to persistent valuation de-rating, while highlighting preferred stocks.

CLSA downgraded Dixon Technologies to 'Hold' from 'Outperform', cutting its target price to ₹12,100 from ₹15,880 per share ...

Nifty IT tumbles as AI fears spark fresh debate on revenue risks, valuations and the future of Indian IT services. Is this just a correction or a structural reset?

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In a downside scenario, another tax hike in FY28 could lead to an additional 13-20% cut to FY28-FY30 earnings estimates.

Kotak said that ITC, the market and price leader, waited for Godfrey Phillips India to announce a price hike in Marlboro Compact before matching it. This, according to the brokerage, underscores ...

CLSA noted that power demand declined 1.8 per cent in January and has risen only 0.7 per cent month-to-date in February. On a year-to-date basis for FY26, demand is down 0.6 per cent year-on-year.

The message from th Budget 2026 is that the government will maintain a strong fiscal buffer, while continuing to reinvest and transform the economy. JP Morgan says this should fuel growth in the ...

Stocks to Buy: CLSA expects Indian equities to deliver around 16% upside by December 2026, arguing that the market is emerging from a long adjustment phase and is now building a more stable ...