IT demand improving, headed into a better growth pattern in CY25: Moshe Katri

Analyst Moshe Katri observes improving demand in the IT sector, driven by factors like rate cuts and a new, business-friendly administration. Accenture's guidance raise reflects this optimism, particularly regarding increased discretionary spending in 2025. Generative AI and cloud adoption are key growth drivers, presenting both opportunities and challenges for IT companies, with Indian firms well-positioned to benefit.