Selected Tag: IT
Selected Tag: IT

The Stain Theory of Investing

From tariffs to AI, every setback is being spun into a strategy. Investors should beware India’s growing stain premium before the rinse begins.

Krishnadevan V

October 6, 2025 at 8:36 AM IST

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Is IT Services Sector Set for Extended Period of Underperformance?

IT stocks lost their defensive edge, lagging Sensex with weak earnings, global headwinds and valuation drag; outlook stays cautious.

Chokkalingam G

September 23, 2025 at 9:23 AM IST

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Monetary Policy

India’s Wage Malaise Leaves RBI Little Room to Hide

With inflation subdued and nominal growth slipping, structural reforms and monetary easing must work together. The October policy is a test of intent.

Yield Scribe

September 23, 2025 at 6:42 AM IST

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Visa Shock Nudges India’s IT Towards a Stickier Offshore Model

The steep H-1B fee for new visas is a jolt, yet it may ultimately tilt India’s tech exports toward deeper offshoring and GCC scale, with manageable macro drift.

Madhavi Arora

September 22, 2025 at 8:42 AM IST

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Interview

Policy Expert Ajay Shankar says Trump’s Visa Shock is America’s Loss, Not India’s

Trump’s visa shock hurts America more than India. New Delhi must use its market and talent strengths to stay firm.

BasisPoint Insight

September 22, 2025 at 7:59 AM IST

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How Post-COVID Tailwinds Triggered H-1B Pushback; Is Macro Reset the Answer?

The post-pandemic export surge drew US fire on visas. With services under pressure, India’s answer cannot be piecemeal—it must be a macro-level reset.

Dhananjay Sinha

September 21, 2025 at 3:28 PM IST

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Little Impact on IT, But Trump’s H-1B Visa Fee Could Reverse Indian Brain Drain

The new $100,000 H-1B visa fee may cause short-term headaches for Indian IT firms, but it could strongly deter students from pursuing US admissions without a clear job path.

TK Arun

September 20, 2025 at 11:11 AM IST

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White House

What Trump Claims to Defend a $100,000 H-1B Fee

BasisPoint Insight

September 20, 2025 at 6:32 AM IST

India’s Bank Mergers: The Folly of Mistaking Size for Strength

Consolidation of India’s public banks offers scale without substance. Without governance reform and adjustments to their business models, they risk global irrelevance despite their domestic strength.

R. Gurumurthy

September 12, 2025 at 6:05 AM IST

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iStock.com/lakshmiprasad S

Preparing Indian Tech for Shifting US Tax Winds

Washington’s talk of a punitive levy on outsourcing may sound improbable, yet its impact would be immediate and profound for India’s technology sector.

Srinath Sridharan

September 10, 2025 at 7:07 AM IST

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Cash Cows, Not Tech Leaders

Indian IT fattens shareholders with buybacks, but starves itself of ideas. Cash cows seldom become global tech pioneers.

BasisPoint Groupthink

September 9, 2025 at 6:08 AM IST

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Indian IT’s Real Reckoning Isn’t Tariffs Or AI

Three decades of steady growth have lulled Indian IT giants into complacency. The world is no longer willing to pay for their inefficiencies.

BasisPoint Groupthink

April 19, 2025 at 7:22 AM IST

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What Got You Here, Won’t Get You There, Say IT Recruiters As Hiring Slows

Even as IT hiring is sombre, AI roles soar. India’s tech workforce faces a brutal truth: traditional coding chops won’t cut it. The time to reboot was yesterday.

Krishnadevan V

April 7, 2025 at 12:12 PM IST

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The Bureau

Mission Pulses: Does It Pack The Protein Punch India Needs?
Jallikattu: Tamil Nadu’s Ancient Bull-Taming Tradition
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