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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: Gaudium IVF, Vishal Mega Mart, Netweb Tech, MSTC, Brigade Enterprises, Hindalco, Zaggle Prepaid in focus on 27 February
Stocks to Watch, 27 Feb: Stocks like Vishal Mega Mart, Gujarat Mineral Development Corporation, Netweb Technologies, MSTC, Engineers India, Onesource Specialty Pharma, Greaves Cotton, Hindalco Industries, and Indian Railway Finance Corporation will be in focus on February 27.