HDFC Securities initiates coverage on healthcare stocks for potential value unlocking. Among them are Apollo Hospitals Enterprise and Dr Lal Pathlabs.
Earnings growth to stay robust at 14–16%; IT correction a buying opportunity: Vikas Khemani
India’s IT sector is poised for a comeback, with AI expected to boost, not hinder, growth. Vikas Khemani of Carnelian Asset Management sees excessive pessimism,