New Delhi, January 6: For the Indian IT sector, the macro-economic environment is far better placed than it has been in the last two years which should drive a revival in 2025, according to a report on Monday. The Fed rate cut is no longer a hope but well underway, inflation appears to be under control, and the US election is behind with the new administration seen as business friendly, said the 슬롯사이트˜India IT Services 2025슬롯사이트� report by BNP Paribas India.

슬롯사이트œSome of the themes highlighted by the BNPPE Equity Strategy team for 2025 that we think will aid the Indian IT services sector are dollar strength, inventory restocking and retail consumer-friendly themes,슬롯사이트� said Kumar Rakesh, analyst, IT and Auto. The Fed is cutting rates at a time when markets are already at highs. The report noted that historically this has been bullish for the market.슬롯 머신 사이트 추천Infosys Salary Hike Deferred: Report Says IT Firm Postpones Annual Raise to Fourth Quarter for Current Financial Year, Here's What It Means for Employees.

Also, with the Republican sweep, further fiscal easing is likely. US consumer confidence has been resilient and enterprise capex outlook is improving. 슬롯사이트œWe view all this as positive for Indian IT Services. We have rarely seen Nifty IT underperform in a year when both earnings growth and margins recover 슬롯사이트� a likely outcome in 2025,슬롯사이트� said Kumar. The Global BNPPE sector rating for Technology has been upgraded to 슬롯사이트˜Overweight슬롯사이트� from 슬롯사이트˜Neutral슬롯사이트�.슬롯 머신 사이트 추천Foxconn Ramps Up Production of NVIDIA GB200 AI Servers Ahead of GB300 Launch at GTC 2025: Report.

슬롯사이트œWe see the Indian IT Services sector as one of the only plays in India on the US monetary and fiscal easing cycle available to domestic investors. Key risks to watch would be Trump슬롯사이트™s tariff policy, its impact on inflation and Fed슬롯사이트™s commitment to rate cuts,슬롯사이트� according to the report. 슬롯사이트œAlthough valuations look stretched, the sector슬롯사이트™s earning per share (EPS) outperformance and the close correlation between forward EPS growth and price to earnings (P/E) give us comfort on valuations of our O/P-rated stocks,슬롯사이트� it added.

(The above story first appeared on LatestLY on Jan 06, 2025 11:03 AM IST. For more news and updates on politics, world, sports, entertainment and lifestyle, log on to our website latestly.com).