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Motilal Oswal bullish on BSE, Lenskart and cement stocks as AI, market share growth drive outlook
Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Services, said the brokerage remains positive on BSE Ltd. with a ₹4,400 target as cash market share gains and NSE’s expected listing could support growth. He also highlighted strong opportunities in AI-linked sectors such as power, cables and data centres, maintained a buy call on Lenskart with a ₹600 target, and named UltraTech Cement Ltd., JK Cement Ltd. and Dalmia Bharat Ltd. as preferred cement picks. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Is Tim Cook a better CEO than the legendary Steve Jobs? Aswath Damodaran shares his argument for Apple investors
Valuation expert Aswath Damodaran highlights Tim Cook's significant role in Apple's financial growth. Cook's tenure is seen as a masterclass in corporate restraint. He oversaw aggressive cash returns and cautious expansion. This approach contrasts with Steve Jobs' disruptive vision. Damodaran believes Cook's discipline is a valuable, often overlooked, management quality.