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AI, consumption trends put Vishal Mega Mart, MTAR Tech and IT stocks in focus: Siddhartha Khemka
Siddhartha Khemka of Motilal Oswal Financial Services highlights three parallel themes shaping markets: recovery in consumption-led retail, rising demand linked to AI infrastructure buildout, and structural changes within IT services driven by artificial intelligence adoption. While volatility may persist in the near term, sector-specific opportunities continue to emerge across retail, engineering and technology companies.
Stocks to Watch Today: Lupin, CSM Technologies, Sai Parenterals, Bharti Airtel, V-Mart, Indian Bank, Tamilnad Mercantile Bank, Ashiana Housing in focus on 02 July
Stocks to Watch, 2 Jul: Stocks like Punjab and Sind Bank, Indian Bank, South Indian Bank, Tamilnad Mercantile Bank, Ashiana Housing, V-Mart Retail, V2 Retail, Force Motors, NMDC, Coal India, Lupin, Bharti Airtel, Syngene International, Srivasavi Adhesive Tapes, Sai Parenterals, and CSM Technologies will be in focus on July 2.