Ashish Kacholia recent bets

Morgan Stanley recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

Hasn't fared well - amongst the low performers

Performance

Seems to be overvalued vs the market average

Valuation

Financials growth has been moderate for a few years

Growth

Profitability and efficiency haven't been upto the mark

Profitability

Fundamentals

Good time to consider, stock is not in the overbought zone

Technicals

Entry point

Promoter pledged holding

Unsolicited messages

Default probability

Red flags

Price return has been average, nothing exciting

Lagging behind the market in financials growth

Showing good signs of profitability & efficiency

The stock is overpriced and in the overbought zone

Current price is more than the intrinsic value

Not a good time to consider, stock is in the overbought zone

The stock has a moderate number of red flags

The stock is overpriced but is not in the overbought zone

Average profitability - not good, not bad

Can be considered moderately valued vs the market

The creamy layer - amongst the top performing stocks

An analyst from Swastika Investmart said that Birlasoft appears to be bottoming out, forming a base near a critical support zone. It is currently consolidating around the 100 SMA, acting as a hurdle.

Infosys, Mphasis, Birlasoft: Key support and resistance levels for these 3 IT stocks

The Nifty IT index closed 0.33 per cent at 45350.35.

Stock market update: Nifty IT index 0.33%

IT Industry Hiring Trends: Fresher hiring is poised for a growth, with an increase of 15-20% in jobs across various industries.

IT Sector Hiring Trends 2025: Industry To Boost Intake By 15-20% Across Roles - News18

Indian markets saw minimal movement. Consumer and IT stocks performed well. Banking stocks faced losses. Investors are watching for inflation numbers from the US and India. These figures will give clues about future interest rate decisions. Global markets showed mixed trends. Asian markets were varied, with gains in China and South Korea. European markets opened lower.

Market Wrap: Sensex, Nifty end flat, consumer durables and IT stocks gain as investors eye inflation data

Among the tier-2 IT stocks, Axis Capital has issued ‘add’ rating for Zensar Technologies, ‘sell’ for Persistent Systems and Coforge and ‘reduce’ for LTIMindtree and Mphasis.

Infosys, Wipro Stocks Get ‘Add’ From Axis Capital, TCS, HCLTech Get ‘Reduce’ In 2025 Outlook

​The Nasdaq selling off over the last couple of days. So, if I had to choose, like I said, I would probably think banking is a better bet, probably has one more leg on the upside as I mentioned earlier and we look for potential upside to continue there rather than on the IT sector.

FMCG stocks offer defensive trade opportunity in volatile market: Rohit Srivastava

The Nifty IT index was trading 0.21 per cent at 45294.40.

Stock market update: Nifty IT index 0.21% in an upbeat market

Oil and gas sector outflows reached $1.6 billion in November, marking three months of declines, while IT stocks gained $653 million, according to NSDL data.

Oil And Gas Stocks See Highest FPI Outflows In November; IT Sector Bucks The Trend

The IT index gained 0.8% and closed at record levels while the benchmark Nifty closed marginally lower. LTI Mindtree and Mphasis gained 3% and 2.4% respectively. Persistent Systems, HCL Technologies, Wipro and Infosys advanced over 1% each. Out of the 10 stocks in the IT Index, 8 advanced while 2 declined on Tuesday.

Nifty IT soars to all-time high as growth outlook improves

India’s hiring outlook for January-March 2025 is at a robust 40%, exceeding the global average by 15 points. The IT sector leads with a 50% outlook, driven by AI investments and multinational interest. Western India shows the strongest regional outlook at 43%. Larger organizations and gender pay equity initiatives are also driving positive hiring trends.

India Inc is in the mood to hire more in Q4; IT companies buoyant

Indian markets closed flat on Tuesday, with IT stocks gaining. Investors are cautious ahead of key inflation data from India and the US. The Nifty is trading in a range, with 24,300 as a key support level. Traders are advised to maintain a stock-specific approach.

Ahead of Market: 10 things that will decide stock market action on Wednesday

DSP Nifty IT ETF aims to replicate the returns of the Nifty IT TRI by investing in IT company stocks.

DSP Nifty IT ETF

Average daily traded value of the ETF  is medium