New Delhi, March 9 (IANS) India’s IT sector faces a 14-16 per cent AI‑driven deflation but robust US corporate earnings in Q4 2025 and incremental investment could offset much of the hit, a report said on Monday.The report from HSBC Global Investment Research said these factors could lead to mid-single digit ‘net’ growth for some IT companies on a net basis.Top US corporate results (clients of Indian IT) remain robust in Q4 2025 and notably, the forward earnings expectations of the S&P 5…
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New Delhi, Feb 14 (IANS) Artificial intelligence (AI) is unlikely to replace IT services companies anytime soon, according to a new report by JP Morgan’s Asia Pacific Equity Research team. Instead of shrinking the industry, AI is expected to become another tool that helps companies deliver more work within the same budgets.In a note titled “India IT Services: Looking through the AI fog 2 — Discounted for extinction? Div/FCF yields at crisis levels,” JP Morgan said fears that AI could wipe…