Nifty IT index lagaatar teesre din gir kar **28,366.7** par aa gaya hai. CLSA ne warning di hai ki global spending kam ho rahi hai, jisse Infosys aur Wipro ke earnings par asar pad sakta hai.
Nifty IT index 22 September ko 1.5% gir kar 28,366.7 par band hua. Lagta hai IT sector ka bura waqt abhi khatam nahi hua hai, kyunki ye lagataar teesra din tha jab market red mein close hua. Investors ab kaafi cautious ho gaye hain kyunki earnings season paas aa raha hai aur global economy ke haalaat kuch khaas nahi dikh rahe.
Brokerage kya keh raha hai?
CLSA ki report ne market mein tension badha di hai. Unka kehna hai ki interest rates, mehngai (inflation), aur geopolitical halaat ki wajah se log tech par kharcha kam kar rahe hain. CLSA ne Infosys aur Wipro ke earnings par warning di hai. Unhone TCS, Infosys aur HCLTech ko 'Hold' rating di hai, lekin Wipro ko 'Underperform' kar diya hai, aur lag raha hai ki Wipro par 2027 tak pressure bana reh sakta hai.
Kahan hai ummeed ki kiran?
Sab kuch kharab nahi hai! BFSI (Banking, Financial Services, and Insurance) sector se demand abhi bhi bani hui hai jo IT companies ko support kar rahi hai. Iske alawa, Oracle Financial Services Software (OFSS) ne market trend ko challenge kiya aur 1% se zyada ka jump dikhaya, jiske peeche ek naye project ki news thi.
Ab agle kuch hafton mein management kya commentary deti hai, uspar sabki nazar rahegi. Profit margins bachana aur demand sustain karna hi in companies ke liye sabse bada challenge hone wala hai.