Tag: Khemka
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IT steady despite muted TCS growth; realty, metals, Shriram Finance offer opportunities: Khemka
Siddhartha Khemka of Motilal Oswal says IT may remain range-bound as weak growth offsets stable TCS margins, with AI gains largely passed on to...
IOC, HPCL preferred bets; Infosys deals strengthen outlook: Siddharth Khemka
Valuations have corrected and dividend yields remain supportive, making select oil marketing companies worth tracking despite near-term volatility, Siddharth Khemka of Motilal Oswal Financial...
Market Outlook | Prashant Khemka sees low double-digit earnings growth for India in FY27
WhiteOak Capital’s Founder Prashant Khemka says markets typically recover once geopolitical tensions stabilise, though near-term movements will depend on how the conflict evolves. He...
AI, consumption trends put Vishal Mega Mart, MTAR Tech and IT stocks in focus: Siddhartha Khemka
Consumption recovery, rising data centre investments and changing technology trends are creating new investment opportunities across retail, engineering and IT sectors, according to Siddhartha...
Siddhartha Khemka remains positive on banks, upgrades Bandhan Bank to buy
Siddhartha Khemka of Motilal Oswal Financial Services remains constructive on the banking sector overall, noting that credit growth is picking up and net interest...
