WHY SHOULD IT STOCKS BE IN FOCUS TODAY?
A.CAPGEMINI Q4CY2024 RESULTS
+VE FOR INDIAN IT STOCKS, COMMENTARY REMAINS STRONG
BFSI and Consumer Goods and Retail segment move into growth trajectory on YoY basis
With improvement in discretionary spending seen
North American markets continued recovery with help from BFSI segement
But problems in manufacturing vertical still remains (especially in Europe)
+
B. BOFA INDIAN IT SERVICES INDICATOR-JANUARY
Relatively stable in the month of January, post a downtick in each of the prior three months
Earnings revision for India IT and the corporate sentiment contributed positively to the index
Offset by the dip in PMI services index and global earnings revision
More prospects of acceleration in early part of CY25, given its 6-month lead to actual revenue performance
A.CAPGEMINI Q4CY2024 RESULTS
+VE FOR INDIAN IT STOCKS, COMMENTARY REMAINS STRONG
BFSI and Consumer Goods and Retail segment move into growth trajectory on YoY basis
With improvement in discretionary spending seen
North American markets continued recovery with help from BFSI segement
But problems in manufacturing vertical still remains (especially in Europe)
+
B. BOFA INDIAN IT SERVICES INDICATOR-JANUARY
Relatively stable in the month of January, post a downtick in each of the prior three months
Earnings revision for India IT and the corporate sentiment contributed positively to the index
Offset by the dip in PMI services index and global earnings revision
More prospects of acceleration in early part of CY25, given its 6-month lead to actual revenue performance
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