Investec reports an improved risk-reward scenario for most IT services stocks, projecting potential one-year returns exceeding 10-15%. The brokerage upgraded Infosys to ‘Buy’ with a target price of ₹1,655, anticipating an 8% gain. Tech Mahindra, Infosys, and TCS are favored among larger stocks, while Mphasis, Zensar, and KPIT are preferred in the mid-sized category.
Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunities
Dipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging the hospitality sector’s strong run, he cautions about potential headwinds.
May 27, 2026