Dhiraj Agarwal, MD of Ambit Investment Managers, notes potential for a near-term market bounce after months of decline, but warns of long-term challenges and moderate earnings growth. He emphasizes the importance of selective stock picking focused on valuations rather than sector or thematic strategies, highlighting recent disparities within banking and IT sectors.
TCS deal wins signal stability despite AI concerns: Sandip Agarwal
TCS’s robust $12 billion Total Contract Value signals stability amidst AI disruption fears, indicating intact client spending. Analysts project 5-6% dollar growth and 16-17% rupee
April 10, 2026