BNP Paribas analyst Kumar Rakesh cautions that weak FY27 guidance, AI-led disruption, and stalled client spending challenge the IT sector’s “value” narrative. While buybacks and dividends provide support, earnings risks remain elevated, making selective stock picking crucial for investors.
BNP Paribas analyst Kumar Rakesh cautions that weak FY27 guidance, AI-led disruption, and stalled client spending challenge the IT sector’s “value” narrative. While buybacks and dividends provide support, earnings risks remain elevated, making selective stock picking crucial for investors. by Soban News (international And National News)
