IT Sector
New labour codes bring major changes for IT employees
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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.
New data show job offers for young professionals – university graduates with up to three years of experience – have fallen 30 percent since 2022. IT, consulting, and logistics sectors are hit hardest. Unemployment among academics exceeds three percent for the first time since 2007.
Imeripotiwa na 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.