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Impavid Bulletin

expert-views

"What clients are seeking to achieve through technology, the nuance of it keeps on changing, but there is no denying the fact that technology is at the core of both – growth transformation as well as the optimisation agenda"

It cannot remain too isolated for too long if global markets are correcting. But definitely, we have the strength supported by GDP and export growth. I do not see markets going down below 15,700.

"I think our quarterly annualised attrition has peaked now because I am seeing downward trends going forward, which is a good sign"

"FY23 as against FY21 and FY22 is a more structurally normal year with normal trends, whether in terms of seasonality or anything that is likely to play out"

Stick to the strategy of asset allocation and investing. No panic selling and no bottom fishing either. Such falls are helpful for investors to gauge themselves and prepare to ride out future such events. Markets are not one-way street.

"Margin improvement will definitely happen, but moving towards 26-27% is a big challenge and when it comes to the supply-side situation, unless the attrition rate is really handled properly or addressed quite well, we will see more margin pressures."

"We have seen GDP downgrades coming through and I would not be surprised to see the margin pressures coming back because while WTI has been fairly strong, CPI has yet to catch up"

"On the equity side, actually there is a net inflow of about Rs 14,000-15,000 crore, which, given the market volatility, is a very healthy number."

"Paper companies will show very good earnings and we believe FY23 will be a great year for them. We should see record earnings in most of the names, which we have not seen earlier."