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Large-cap IT companies: Strong deal pipeline, US prospects augur well for large-cap IT; Infy, TCS top picks

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Brokerage Bernstein prefers Infosys and TCS among large-cap software exporters with high revenue exposure to the US and 30% revenue from banks and financial services sector.

The firm said that companies with high US exposure could do better. “We see guidance upgrades, strong deal pipeline and…

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