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The Indian IT sector is showing signs of recovery. Valuations reflect existing pessimism. Mid-tier companies are focusing on AI and automation. Revenue growth in these areas could lead to a sector rerating. Power, manufacturing, and consumption sectors are expected to drive market growth. Investors should watch for earnings delivery to justify valuations.
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News and Media
Indian markets are showing positive economic signs. Inflation is easing and rate cuts are expected. Naveen Kulkarni of Axis Securities PMS suggests smallcaps are undervalued. GST reforms could boost consumption. Sectors like autos, hospitality, and BFSI are in focus. Growth stocks may outperform value stocks. Investors are eyeing opportunities beyond largecaps for better returns in the coming months.
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News and Media
AI powerhouse Nvidia reported quarterly earnings Wednesday that beat expectations, but shares slipped amid concerns about an AI chip spending bubble and the company's stalled business in China. - Fortune in play - The earnings report comes amid market worries about an AI spending bubble that could burst and hurt the chip giant's fortunes.
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Motilal Oswal Securities remains positive on India's consumer sector after a stable first quarter. The brokerage favors Hindustan Unilever, Godrej Consumer, and Marico. It anticipates a widespread recovery in fiscal year 2026. This recovery will be due to lower inflation and possible rate reductions. Tax advantages and robust festive season demand will also help.
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News and Media
ByteDance, the parent company of TikTok, is planning a new employee share buyback, valuing the company at over $330 billion. This decision follows a 25% year-on-year surge in second-quarter sales, reaching approximately $48 billion, primarily driven by its China business. The buyback offers employees liquidity without an IPO, highlighting ByteDance's financial strength.
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News and Media
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