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Motilal Oswal Report
The IT services sector could be on the cusp of recovery after enduring a prolonged period of discretionary spending cuts. As we look ahead to the next two-four years, the harsh winter appears to be behind us, and the foundations for a sustained revival in the flow of business and smaller deals are being laid. This report seeks to uncover the key drivers of client spending behavior and identify the necessary shifts to spur a new wave of growth.
The report is divided into three sections. First, we assess the current state of affairs by examining various verticals to pinpoint the most affected sectors and comprehend the root causes of the downturn. We separate fact from fiction regarding client behavior and the contributing factors.
Second, we develop scenarios for the sector’s recovery in both the short and long terms, exploring potential pathways and triggers for renewed growth.
Finally, we highlight stocks poised to benefit from the next wave of client spending.
We also introduce our IMPACT framework for stock picking, to ride the short-term and long-term technology trends from hereon.
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