Nomura expects subdued near-term growth for Indian IT companies as macro uncertainty and weak tech spending weigh on demand ahead of Q1 earnings. However, it sees long-term opportunities emerging from AI-driven changes, with IT firms potentially expanding their addressable market as enterprises increasingly rely on system integrators in hybrid human–digital workflows.
Disclaimer: The content of this post is sourced from external sites and is for informational purposes only. All rights and credits belong to the original authors and publishers.