Naveen Mishra from Gartner anticipates CIOs executing Gen AI strategy, leading to increased IT services spend. Service providers invest in servers, networks, and semiconductors. India headquartered services companies focus on talent strategy and GPUs for growth.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and