Kumar Rakesh of BNP Paribas highlights the Indian IT sector’s resilience and potential Gen AI impact. He anticipates Infosys outperforming peers with over 2% sequential growth, aided by acquisitions. Rakesh emphasizes monitoring management commentary for stable demand signals and guidance, favoring Infosys over TCS due to growth prospects and stable margins.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets