Q1FY27 IT earnings preview: Brokerages see mixed quarter as AI, macro headwinds weigh on growth

The June-quarter earnings season begins amid muted expectations for tech companies due to macroeconomic uncertainty and AI disruptions. Analysts foresee weaker Q1 FY27 growth, with a focus on guidance and demand outlook amid geopolitical tensions affecting performance.   The June-quarter earnings season will begin this week, with tech companies led by TCS set to roll…

Sensex in July: 23-year history suggests index can deliver a solid return

July has also been traditionally good for foreign inflows, which aided market performance. According to data compiled from the NSDL, FPIs have been net buyers of Indian stocks in 9 out of 12 years.   After a modest gain of 3 per cent in June 2026 that saw the Sensex scale a high of 77,803…