Nilesh Shah from Envision Capital believes consumer demand in India is growing thanks to aspirational spending, despite disruptions from new market entrants. He emphasizes the need for job creation, upskilling, and private capital expenditure, prominently investing in sectors like financials, renewables, and smaller IT firms with growth potential.
TCS’ operating efficiency to bring shine amid muted top-line show
TCS is expected to report a 0.4% sequential revenue drop for Q3 FY24 due to furloughs and currency headwinds. Net profit may grow 5.8% to
January 9, 2025