Indian IT earnings outlook pressured by AI disruption and Middle East conflict

Short summary

Indian IT firms like HCL Technologies and Wipro face earnings pressure from AI disruption, macroeconomic uncertainty, and Middle East conflict risks. TSMC's upcoming results are flagged as a key reality check for the AI boom. Tech Mahindra expects margin expansion from cost-cutting and a large telecom deal.

• •Indian IT earnings pressured by AI concerns and geopolitical risk
• •TSMC results seen as key reality check for AI boom
• •Tech Mahindra expects margin growth from cost cuts and telecom deal

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