#it-services
Mayuresh Joshi's top picks: Chemicals the dark horse, underweight on IT
Indian markets delivered strong earnings, but opportunities vary. Autos show stable demand with input cost risks. Chemicals are a potential dark horse for the next 18 months. PNB Housing stands out in housing finance. IT services remain underweight due to AI …
US PE firm Recognize, armed with $1.7 billion fund, scouts for niche IT service companies in India
Recognize, a private equity firm founded by former Cognizant CEO, emphasizes operational involvement and believes smaller IT firms will adapt to AI advancements more quickly than larger competitors.