BQ Blue's special research section collates quality and in-depth equity and economy research reports from across India's top brokerages, asset managers and research agencies. These reports offer BloombergQuint's subscribers an opportunity to expand their understanding of companies, sectors and the economy.
HDFC Securities Report
A sharp spike in demand trajectory (beyond resilience), significant operational improvement (at peak levels now), continuity in market share gains and industry tailwinds of accelerated digital transformation has led to outperformance, with 58/37% gains/re-rating impact in IT index over six month/12 month period.
We ‘hit refresh' in this note and evaluate the relative quarterly trends across segments and demand/competitor indicators.
Risk-reward is more favourable for tier-ones now and less secular across mid-tiers.
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