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HCL Tech CEO C Vijayakumar highlights strong business growth with a good mix of large and small deals, driven by GenAI components and software innovation. Despite some macro challenges, discretionary spending is increasing across sectors. CFO Shiv Walia assures steady demand, pricing, and margin outlook, with significant contributions from the software business and financial services.
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News and Media
Expectations of a rate cut next month increase as pay growth slows to its lowest rate for more than two years.
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News and Media
Amnish Aggarwal shares his cautious outlook on FMCG stocks, highlighting recent re-ratings and potential bottom-fishing post-results. He discusses the prospects of the Hyundai IPO, the competitiveness of Ola Electric in the EV market, and compares the potential growth of Maruti and Hyundai in Indias auto sector. Investors are advised to stay vigilant.
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News and Media
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