delivered CC revenue growth of -1%-4.2% QoQ & Tier-II delivered USD revenue growth of -5.2%-4.7% QoQ. The management across our coverage companies has sighted weakness towards US, Europe & BFSI sector (inclined towards US capital markets). IT companies under our coverage are uncertain on Q2 revenue growth (TCS, Wipro) which we believe could incrementally reflect on FY20E growth. Guidance cuts or caution was given by LTI (mentioned improvement Q3 onwards), LTTS (cut guidance from 1416% to 12-14%, weakness due to hi-tech & telecom), Hexaware (cuts guidance from 20% to 19% due to headwinds on one BFS client) & Cyient...