What’s new (today): Among the big m-cap gainers this week; Street focus shifts to FY26 deal pipeline as US rate-cut hopes revive risk appetite. Why it matters: Lower US rates can improve client budgets over time. However, conversion from signed TCV to revenue is what counts. Beginner takeaway: Track order book → revenue conversion, attrition, and EBIT margin more than headlines about single mega-deals.

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