Vinit Bolinjkar Sees Broader Market Slowdown, Flags Risks for IT Sector

IT sector Hormuz Strait crisis FII outflows

نظرة سريعة

Vinit Bolinjkar, Head of Equity Research at Ventura Securities, has issued a strong sell call on IT stocks due to the Hormuz Strait crisis, FII outflows, and the global AI infrastructure shift.

ملخص مُنشأ بالذكاء الاصطناعي

حجم الخط

Vinit Bolinjkar, Head of Equity Research at Ventura Securities, has issued a strong sell call on IT stocks due to the Hormuz Strait crisis, FII outflows, and the global AI infrastructure shift.

Read the full article on Economic Times

مواضيع ذات صلة

IT sector

مواضيعHormuz Strait crisis FII outflows AI infrastructure shift

This article was originally published by Economic Times.

أخبار ذات صلة

المزيد حول هذا الموضوعIT sector

يتطور·11 dk önce

Iran in Talks with Japanese Firms for Oil Sales Under US Sanctions Waiver

Iran has initiated discussions with Japanese companies for potential oil sales, facilitated by a U.S. sanctions waiver set to expire on August 21. Buyers are seeking an extended waiver and improved shipping safety assurances due to concerns in the Strait of Hormuz, with insurance remaining a key hurdle.

Economic Times

يتطور·53 dk önce

Energy Transition Attracts Venture Capital Amid Rising AI Power Demand

Venture capital and private equity firms are increasingly investing in energy transition startups focused on clean energy, grid infrastructure, batteries, and industrial decarbonization, driven by the growing power demands of AI.

Economic Times

يتطور·53 dk önce

India's Top IT Firms Widen CEO-Median Pay Gap Amid Industry Slowdown

Four of India's largest IT firms, including TCS and Infosys, increased the pay gap between their CEOs and median employees in FY26. This widening occurred despite muted salary growth for the broader workforce due to an industry slowdown.

Economic Times

يتطور·54 dk önce

Fintech Startup Navi Ltd. Eyes IPO by March 2027 to Raise Rs 3,000 Crore

Fintech startup Navi Ltd., cofounded by Sachin Bansal, is planning an IPO by the March quarter of 2026-27 to raise Rs 3,000 crore. The offering may include fresh capital and an offer for sale, with Kotak Investment Banking advising on the process.

Economic Times

يتطور·4 sa önce

India Secures Fertiliser Supply Amid Persian Gulf Tensions

Fifteen of 20 India-bound fertiliser ships have safely passed the Strait of Hormuz. Domestic urea production also exceeded targets from April to June, ensuring adequate fertiliser availability for farmers during the kharif season.

Times of India

يتطور·35 dk önce

India Eyes Doubling LPG Imports from US to Reduce Gulf Dependence

India plans to significantly increase LPG imports from the US, potentially doubling current volumes, to diversify its energy sources away from the Gulf. This move aims to bolster strategic reserves and ensure supply security amid geopolitical tensions.

Times of India

المزيد حول هذا الموضوعIT sector