Counter-cyclical exporters — earn in USD, weak rupee boosts margins. Demand follows global tech spend cycle.
| Ticker | Name | Signal driver | Zone |
|---|---|---|---|
| TCS | Tata Consultancy | USD/INR · Tech demand | NEUTRAL |
| INFY | Infosys | USD/INR · Tech demand | NEUTRAL |
| WIPRO | Wipro | USD/INR · Tech demand | NEUTRAL |
| HCLTECH | HCL Technologies | USD/INR · Tech demand | NEUTRAL |