Analysts predict significant upside for Reliance Industries, IIFL Finance, and Tech Mahindra. Reliance is expected to benefit from improved O2C performance and potential Jio listing updates. IIFL Finance could see sharp rerating due to microfinance recovery and lower costs. Tech Mahindra’s earnings growth potential is underestimated, with positive news expected regarding US policies.
Cash takes centre stage as investors rethink AI spending boom
Investors are increasingly focused on technology companies’ cash generation capabilities to fund artificial intelligence investments. Microsoft and Oracle are gaining positive attention from investors, while