Infosys near-term outlook weak, downside limited; MOFSL’s Khemka positive on Fortis, renewables

Siddhartha Khemka, Head of Research, Wealth Management, Motilal Oswal Financial Services remains cautious on Infosys in the near term due to margin pressure from AI-led pricing, though downside appears limited. He is positive on Fortis Healthcare, citing a strong turnaround, improving margins and growth outlook. In renewables, Khemka is bullish on the overall space, with preference for ACME Solar Holdings in power generation and Fujiyama Power Systems in the distribution segment. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.