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Matt Orton, Chief Market Strategist, Raymond James Investment On CNBC-TV18

Here’s how the global market cues are placed this morning

1) Enterprises are asking for productivity benefits driving AI deflation. While we are in year 2 or 3 of AI deflation, the deflation intensity could moderate going forward as long as new AI models don’t drive a step increase in productivity.

2) Infosys expects AI-led inflation resulting in growth acceleration to stem from a combination of (a) sustained strong DD growth in AI led services, (b) deflation intensity moderating and (c ) large deal wins normalizing and return in discretionary spending.

3) Demand has retained its status quo since 1Q27 earnings with FS and SURE witnessing healthy demand, Manufacturing (ex-Daimler) is doing well, but there is softness in Telecom and Retail.

4) Competitive intensity has risen in vendor consolidation deals. While Infosys is winning in consolidation, it will stay away from margin-dilutive deals.

5) Infosys has delivered steady margins with gains from Project Maximus being redeployed in S&M investments, forming large partnerships, and employee reskilling/training.

6) Infosys…

Original source: https://www.cnbctv18.com/technology/