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tcs: Generative AI is here to stay and will end up creating more jobs, says TCS CFO

“While we maintain margins at a portfolio level, at a deal level, we might take strategic calls and we might choose to go aggressive. That is the strategic call I was mentioning and in the project lifecycle, margins would differ as I had mentioned,” says Samir Seksaria. He also says "we are monitoring the macro situation on a month-on-month basis and currently on the month-on-month basis." ....

Milind Lakkad , Samir Seksaria , Offering College , Indian School Of Business , Leadership Excellence , Might Also Like , Generative Ai , Creating Jobs , Tcs Q2 Results , Expert View , Stock Market , Et Now ,

HLC Tech | Infosys | TCS: My pecking order for IT largecaps is HCL Tech, Infosys, TCS, Tech M & Wipro: Omkar Tanksale

“My pecking order for the largecap is HCL Tech, Infosys, TCS, Tech M and then Wipro. I definitely believe that the midcap segment is likely to outperform the largecaps because smaller size is more effective for achieving growth due to lower bases. However, midcaps are likely to outperform the largecaps.” ....

Omkar Tanksale , Offering College , Equity Research Analyst , Indian School Of Business , Axis Securities , Leadership Excellence , Might Also Like , Hlc Tech Infosys Tcs , Tcs Buyback , Market Outlook , Stock Market , Expert View , Et Now ,

IT: Plan to invest in a staggered manner over 8-12 weeks; continue to buy local: Jyotivardhan Jaipuria

“We will invest in a staggered way over the next 8 to 12 weeks and not in a hurry. Within what we are buying, basically our old theme still continues which is buy local and avoid the global place. We continue to like the banks. They are still relatively decent on valuations. Cement and pharma are the other 2 sectors we like.” ....

Jyotivardhan Jaipuria , Indian School Of Business , Offering College , Valentis Advisors , Leadership Excellence , Might Also Like , Expert View , Stock Market , Et Now ,