TCS results, AI bets and metals rally: Parag Thakkar sees value across IT, metals and banking sector

October 10, 2025

Parag Thakkar of Fort Capital remains bullish on TCS, citing positive results and strategic AI/data centre investments as long-term positives. He also expresses optimism for the metals and banking sectors, highlighting strong fundamentals and attractive valuations for companies like Hindalco, Tata Steel, HDFC, ICICI, and SBI.

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