TCS’ significant investment in AI data centers, including a ₹18,000 crore partnership with TPG, raises dividend payout concerns for some investors. However, the company’s strong cash generation and consistent high payout ratios suggest its commitment to shareholder returns remains intact, even as it expands its AI infrastructure.
Private banks, energy and telecom look attractive amid market swings: Rahul Shah
Amidst global uncertainty, market volatility presents opportunities for long-term investors, according to Rahul Shah. He highlights mispricing as a chance to build portfolios, favoring resilient