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 clients. Still, valuations are turning attractive for long-term investors. He sees emerging opportunities in real estate after the correction, remains positive on metals as a structural demand play, and prefers Shriram…
