IT-sektor
New labour codes bring major changes for IT employees
Rapporteret af AI Billede genereret af AI
The central government implemented four new labour codes on November 21, 2025, replacing 29 old laws. These include changes for IT employees such as timely salary payments, health checkups, and permission for women to work night shifts. In Karnataka, the minister promised consultations with unions.
Nye data viser, at antallet af jobopslag til unge talenter – universitetsuddannede med op til tre års erfaring – er faldet med 30 procent siden 2022. IT-, konsulent- og logistiksektorerne er hårdest ramt. Arbejdsløsheden blandt akademikere overstiger tre procent for første gang siden 2007.
Rapporteret af AI
BNP Paribas analyst Kumar Rakesh has cautioned investors against viewing largecap Indian IT stocks as a straightforward value play. He points to weak FY27 guidance, AI-led disruptions, and stalled client spending as major challenges. Buybacks and dividends offer some support, but earnings risks remain high.