midcap it stocks

From boys to men: What’s behind ‘eye-popping’ returns by midcap IT stocks?

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From boys to men: What’s behind ‘eye-popping’ returns by midcap IT stocks?

The midcap IT stocks‘ outperformance over their largecap peers and all other indices rests on their radical transformation from boys to men, argues Nuvama in a report. The brokerage picks LTIMindtree, Coforge and Persistent Systems as its top picks from the pack while initiating coverage on Mphasis with a ‘Reduce’ tag. Even as the Nifty … Read more

Why Aishvarya Dadheech is a contra buyer in midcap IT

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Why Aishvarya Dadheech is a contra buyer in midcap IT

“In our portfolio, we have players like Persistent and . Initially, in the next couple of quarters, there will be low growth but over the next two to three years, they can do more than 10-12% kind of revenue growth because the headwinds of rising wage hike and other related costs are almost behind us. … Read more