Today marks the start of the second quarter earnings season. TCS, Tata Elxsi, IREDA, and other companies will declare their results for the September quarter. Brokerage firms expect TCS to show up to 8% year-on-year revenue growth. Key points include the BSNL deal ramp-up and commentary on the FY25 demand environment.
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEO
Global markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGiri emphasizes buying with a