IT large bets on new acquisitions amid unsure macros

[ad_1] For Salil Parekh, who completes eight years as Infosys’s chief govt in January 2026, the priority is rising the IT providers firm whose order e-book has little to boast of. Infosys ended 2024-25 with massive offers price $11.6 billion, down 34% year-on-year. This order e-book additionally lacked contracts valued above $1 billion, important in … Read more

Tech shares dominated 2024. Hopes for a market rotation in 2025 are unsure

We’re closing out 2024 with a bit extra volatility than regular, however the general pattern stays up. To everybody who stops me on the road and asks me, “Why is the inventory market up a lot?,” I give a reasonably easy reply: It is as a result of the general income and margins stay at close … Read more

Markets start pricing in weaker earnings from tariffs, uncertain growth

The complacency around tariffs is dissipating. The stock market is starting to price in lower earnings, partly due to the impact of tariffs. While the Trump administration has argued against this, the market believes tariffs mean higher inflation and lower growth. After Trump’s election, the stock market initially rallied on Trump’s promise of less regulation and a … Read more