TCS, Infosys shares: Near-term headwinds, long-term opportunity? Cloud capex boom weighs on IT spending | Collector

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TCS, Infosys shares: Near-term headwinds, long-term opportunity? Cloud capex boom weighs on IT spending

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TCS, Infosys shares: Near-term headwinds, long-term opportunity? Cloud capex boom weighs on IT spending

Antique believes the demand mix may shift toward higher-value AI-native applications, data modernisation and large strategic transformation deals in the medium term.

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