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From Coforge To Sagility: PL Capital's Preferred IT Picks Ahead Of A Challenging Q2 Results; Full List Inside
The brokerage prefers select mid-cap IT and BPO companies, which are better positioned to navigate the current environment, supported by steady deal conversions and ramp-up of recent wins. In contrast, large-cap IT companies continue to face structural headwinds from AI-led deflation and leakage in traditional services, while the Middle East conflict and the Fed's rate hike are likely to further weigh on enterprise tech spending.
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