IT Services - Charting The Path To Revival; Motilal Oswal's Thematic View

NDTV Profit’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 NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Motilal Oswal Report.The IT services sector could be on the cusp of recovery after enduring a prolonged period of discretionary spending cuts. As we look ahead to the next two-four years, the harsh winter appears to be behind us, and the foundations for a sustained revival in the flow of business and smaller deals are being laid. This report seeks to uncover the key drivers of client spending behavior and identify the necessary shifts to spur a new wave of growth. The report is divided into three sections. First, we assess the current state of affairs by examining various verticals to pinpoint the most affected sectors and comprehend the root causes of the downturn. We separate fact from fiction regarding client behavior and the contributing factors. Second, we develop scenarios for the sector’s recovery in both the short and long terms, exploring potential pathways and triggers for renewed growth. Finally, we highlight stocks poised to benefit from the next wave of client spending. We also introduce our IMPACT framework for stock picking, to ride the short-term and long-term technology trends from hereon..Click on the attachment to read the full report:.Global Health - Witnessing Recovery In Developing Hospitals: Motilal Oswal.DISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

IT Services - Charting The Path To Revival; Motilal Oswal's Thematic View

The brokerage introduces IMPACT evaluation framework to identify stocks that could benefit from the next upcycle.

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