C Vijayakumar, CEO of HCLTech, emphasizes the transformative potential of AI and the need for proactive adaptation in the IT services industry. He highlights the importance of growth and relevance over protecting existing revenue bases and the continued investment in capabilities to stay competitive.
Midcap cement and non-ferrous metals offering value plays: Sunny Agrawal
Sunny Agrawal from SBI Cap Securities suggests a constructive short-term market outlook, anticipating a potential 50 basis point rate cut by the RBI. He recommends