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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Mumbai, Feb 2 (IANS) Lower revenue as a share of GDP has been more than offset by cuts to subsidies and spending on current schemes, leading to the smallest fiscal consolidation in six years, likely positive for growth, a new report has said.The fiscal consolidation for FY27 is the slowest in six years. And the budgeted disinvestment, which is a below-the-line funding item, is likely to see the highest rise in six years, the report from HSBC Global Investment Research said.”The central governmen…
Mumbai, Jan 30 (IANS) India’s hotel industry is in a “sweet spot” and is likely to deliver around 16 to 21 per cent earnings growth over the next three years, driven by rising room rates and improving occupancy, a report said on Friday.The report from HSBC Global Investment Research said industry‑wide EBITDA is expected to grow at a “robust 16 to 21 per cent compound annual growth rate over FY25–FY28,” supported by average room rate growth of 5 to 7 per cent a year.Further, improvements in…
New Delhi, Jan 28 (IANS) The India-EU FTA benefits could eventually go beyond goods trade, including larger FDI flows, more services trade and strategic diversification, HSBC Global Investment Research said on Wednesday.The FTA is described as the “mother of all deals” – which is balanced, yet ambitious and mutually beneficial for both parties. In FY25, India-EU goods trade was almost $140 billion.Details show that the India-EU trade is built on complementary value chains. The EU sells capital…
New Delhi, Jan 13 (IANS) India appears to be in a Goldilocks phase of high growth and low inflation, a report said on Tuesday, with economists urging a shift towards a near‑neutral policy.The report from HSBC Global Investment Research said that a near‑neutral policy, combining fiscal restraint with continued monetary ease, would best support markets and the broader economy in 2026.”A combination of tight fiscal and easy monetary policy which creates a better economic balance should be posit…
New Delhi, Jan 5 (IANS) The Indian IT industry’s revenue growth is expected to recover to 4-5 per cent in FY27, leading to high‑single‑digit EPS growth, a report said on Monday.The report from HSBC Global Investment Research, however, said that IT stocks, up about 15 per cent from their lows, could still perform broadly in line with the market in 2026.”We still see an improving outlook, but now expect the IT sector to perform in line with the broader market in FY27. IT is no longer a long-te…