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livemint.com / 2 months ago
Sentiment around Indian IT stocks may be improving. Here are the best ones to watch.
Information technology services has been among the most talked-about sectors in the Indian market over the past few days, driven by sharp swings in sentiment and price action.On Tuesday the Nifty IT Index slipped nearly 4% to its lowest in about 10 months, highlighting the extent of the pressure on technology stocks. However, the trend seemed to reverse on 25 February, when Indian IT stocks staged a strong rebound.
The Nifty IT index gained over 2%, after an overnight rally in global tech stocks, as Wall Street benchmarks advanced following weeks of volatility sparked by fears around artificial intelligence-led disruption.Investor sentiment improved after Anthropic announced plans to build partnerships around its Claude AI chatbot, easing concerns that AI tools could replace existing business models rather than work alongside them.With sentiment around IT stocks improving, here are four IT stocks in India to watch. All of them have debt-to-equity ratios below 1, a five-year average return on equity (ROE) and return on capital employed (ROCE) above 15%, and positive five-year compound annual revenue growth.
They are sorted by market cap.Tata Consultancy Services is the flagship company of the Tata group. It is an IT services, consulting and business solutions organisation, having partnered with many of the world’s largest businesses over the past 57 years.With a global presence and deep domain expertise across multiple industry verticals, TCS offers a comprehensive portfolio of application development and management, digital transformation, AI, data and cloud services, engineering services, cognitive business operations, cyber security, and products & platforms – targeting every C-suite stakeholder.It has a large global
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