Tag: bfsi

Sudip Bandyopadhyay shares insights on various sectors. Recommends quality stocks like Larsen & Toubro and highlights optimism for TCS, concerns in FMCG & chemicals, and potential in commercial real estate and metal sectors. He further says Monday\’s correction and maybe a few more days’ corrections which we will see, provides a good opportunity to buy some of the quality stocks which have corrected.

Vipul Bhowar\’s insights suggest continued market growth driven by government spending and private investment. Factors like inflation, oil prices, and equity market reactions play crucial roles in shaping India\’s economic landscape. Bhowar also says: \”The rise in SIPs shows a strong focus on retail investor growth, more so a shift towards small cities that contribute to the industry growth and showcase a broader financialisation of savings in smaller towns.\”

TCS leaders discuss integrating with top academic institutions, AI evolution, margin improvement, productivity focus, back to office transition, campus hiring, diversified portfolio growth, and expectations for FY25. Samir Seksaria says: \”The pricing is stable, so it is a more disciplined execution and focus on operational rigour which has delivered this margin.\”