1 / 4Morgan Stanley on Mahindra & Mahindra Finance | The RBI has directed the company to cease repossessions via outsourcing until further order. The brokerage house says the impact on collections will depend on share outsourcing in collections.
2 / 4Noruma on IT | Noruma gives 'buy' call on Infosys, Tech Mahindra and Persistent Systems and 'reduce' call on TCS and L&T Infotech. The brokerage house says that Accenture FY23 guidance indicates demand moderation.
3 / 4Morgan Stanley on IT | According to Morgan Stanley, Accenture's revenue growth guidance points to some optimism on growth for India IT vendors. On a relative basis, overweight on Infosys and Tech Mahindra.
4 / 4Citi on IT | Accenture commentary on double-digit growth on outsourcing business is likely priced for Indian IT. The brokerage house advices remaining cautious on the sector and said relatively like Infosys in the IT space.
