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Dark Horse | QSR | IT: ETMarkets Smart Talk: Why QSR and IT could turn out to be Dark Horse in FY25, Sameer Kaul explains

Sameer Kaul from TrustPlutus Wealth highlights Quick Service Restaurants (QSR) as a dark horse sector, emphasizing the IT sector s challenging outlook. He discusses various market factors, including corporate earnings, FII flows, and Gen Z investing advice. Kaul says that given the surging monthly GST collections, we believe the earnings season will end on a positive note with no major hiccups.

IT growth in near term to be modest, says Sneha Poddar of Motilal Oswal

Sneha Poddar believes that our economy is undergoing a mini-Goldilocks moment as a result of strong macroeconomic conditions, healthy corporate earnings, peaking of interest rates and current policy momentum.

India has less than 2,000 senior engineers who can build core AI products, Xpheno says

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