{"id":1018908,"date":"2026-07-04T08:24:17","date_gmt":"2026-07-04T02:54:17","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1018908"},"modified":"2026-07-04T08:27:35","modified_gmt":"2026-07-04T02:57:35","slug":"kotak-names-tcs-as-top-large-cap-pick-but-warns-infosys-wipro-face-weak-q1-prefer-3-midcap-it-stocks","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/07\/04\/kotak-names-tcs-as-top-large-cap-pick-but-warns-infosys-wipro-face-weak-q1-prefer-3-midcap-it-stocks\/","title":{"rendered":"Kotak names TCS as top large cap pick but warns Infosys, Wipro face weak Q1 \u2013 Prefer 3 midcap IT stocks"},"content":{"rendered":"<p>Artificial intelligence is beginning to redraw the competitive landscape for India\u2019s IT services industry, but Kotak believes the biggest winners may not be the traditional large-cap players. Instead, the brokerage said select mid-tier companies with stronger execution, healthy deal momentum and differentiated capabilities are better positioned to navigate an environment marked by AI-led pricing pressure, slowing discretionary spending and cautious client budgets.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Artificial intelligence is beginning to redraw the competitive landscape for India\u2019s IT services industry, but Kotak believes the biggest winners may not be the traditional large-cap players. Instead, the brokerage said select mid-tier companies with stronger execution, healthy deal momentum and differentiated capabilities are better positioned to navigate an environment marked by AI-led pricing pressure, slowing discretionary spending and cautious client budgets.<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[63,4,12],"tags":[],"class_list":["post-1018908","post","type-post","status-publish","format-standard","hentry","category-it-2-the-financial-express","category-newspapers","category-the-financial-express"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1018908","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1018908"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1018908\/revisions"}],"predecessor-version":[{"id":1018909,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1018908\/revisions\/1018909"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1018908"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1018908"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1018908"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}