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Mayur Patel of 360 ONE Asset Management sees improving structural drivers in financials, telecom, commercial vehicles, and integrated solar manufacturing, which are not fully valued for their medium-long term earnings. He highlights easing liquidity, trade deal benefits, and potential for revived foreign flows, while cautioning on AI disruption in IT services and rich valuations in FMCG and Defence.
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News and Media
The maker of the AI chatbot Claude said in a statement that its not walking away from negotiations, but that new contract language received from the Defense Department made virtually no progress on preventing Claudes use for mass surveillance of Americans or in fully autonomous weapons.
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News and Media
Manilam Industries is set to list on the NSE SME platform on February 27. The IPO closed on February 24 and was subscribed 6.25 times overall. The company plans to use the funds for equipment, solar panels, loan repayment, and working capital. Manilam Industries manufactures decorative laminates and trades in plywood.
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News and Media
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