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● Neutral for Indian equities
Record AI spend is changing the market hunt for 'cash cows' and 'quality' stock investments
The brief
- AI spending is drawing investor attention to free cash flow and balance-sheet quality
- India IPO market: $9 billion raised in Sept qtr, over 200 companies in pipeline; Jio, Avaada next
- Festive crash ahead? Nifty bulls stare at 4 bearish signs as October series begins
- Morgan Stanley raises Lenskart target price to Rs 718; bull case implies 41% upside. Here’s why
- Nifty 50 logs worst September performance in 8 years as 40 stocks slide
- India’s economy resilient, but Nifty falls 13% YTD: Why markets and macro are telling different stories