No AI-led deflation or major war impact on IT sector in Q4 so far: CLSA
Published on March 19, 2026.
The IT sector has not seen any deflationary impact on the sector in Q4 FY26, either from artificial intelligence (AI) developments or the ongoing US-Iran conflict, according to a report by CLSA. The report, based on discussions with major IT companies such as TCS, Infosys, HCL and Wipro, stated that there is no evidence of increased deflation in renewal contracts due to the launch of the latest AI tools from Anthropic and OpenAI. Despite near-term uncertainties due to global developments, CLSA noted that deal pipelines remain strong and valuations for India's IT sector appear highly attractive.
Related Articles
iPhone 18 Pro Rumored With Major Telephoto Camera Upgrade
Apple's upcoming iPhone 18 Pro models will feature a larger aperture, variable aperture, and a Samsung-produced lens for enhanced low-light photography.
Memory chip production unlikely to be disrupted by Middle East conflict: BofA Global Research
The Middle East conflict is unlikely to disrupt the future of American-based manufacturing, especially in South America, as outlined in November 2016.
Austin Alamo Drafthouse Customer Bids Final Farewell to Paper Cards
Alamo Drafthouse Cinema's new QR code policy faces criticism from South by Southwest attendees, who complained about being non-existent during screenings.