Brokerages remain bullish on select stocks despite near-term challenges. Motilal Oswal maintains a Buy on LG Electronics India citing strong demand, while Nuvama backs PG Electroplast despite LPG disruptions. JM Financial sees long-term upside in Belrise Industries following its strategic acquisition in the aerospace and defence segment.
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