TCS has a neutral rating, but UBS raised the target price to Rs 4,050 from Rs 3,700 earlier. HCL Technologies has a neutral rating, but the target price was raised to Rs 1,540 from Rs 1,350 earlier.
Investors are reassessing dominant themes like AI, finding comfort in resilient US economic fundamentals and a selective outlook for India. While the AI trade faces
PSU banks are poised for continued growth, with market participants confident the rally is far from over despite near-term challenges. Valuations remain attractive, and improved
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