TCS’ significant investment in AI data centers, including a ₹18,000 crore partnership with TPG, raises dividend payout concerns for some investors. However, the company’s strong cash generation and consistent high payout ratios suggest its commitment to shareholder returns remains intact, even as it expands its AI infrastructure.
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selective
Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly