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Sensex, Nifty marginally higher ahead of FOMC minutes; energy, FMCG stocks lead gains

As election uncertainty still continues to weigh on the market, investors are now looking for clues about the timing and extent of the US Fed policy easing ....

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Sensex, Nifty fall tracking global markets; IT, financials drag

IT and financial services stocks were the major laggards. Meanwhile, automobile and construction stocks were the major gainers. ....

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Infosys Q4 result | Infosys share price: Why hasn't Infosys upgraded margin guidance if TCVs are at record high? Sandip Agarwal asks

Sandip Agarwal asks: "Despite a strong TCV, why is the growth guidance so low? We are not able to connect the dots of what is pulling down growth so much and why they are projecting this kind of growth. In my view, this guidance and these numbers are on the lower side of what anyone would have been anticipating." ....

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IT sector: Why is IT sector doing well despite many headwinds? Sandip Agarwal explains

This year I think I will compare with 2021 when people were very negative in the month of January because they were seeing a lot of impact of COVID and all that and suddenly in March they realised that oh, we need technology to even survive in COVID. ....

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IT cos' margins: In next 3-4 quarters, falling attrition may spring big surprise in IT cos' margins: Sandip Agarwal

Sandip Agarwal says: “This quarter, the IT companies will show a slight beat in margin. In the next quarter, thereshould be a bigger beat in margin followed by even further better margins in the first half of FY25. We will have good margins to start with followed by good revenue growth.” ....

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