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AI may cut IT costs but push companies to spend more on tech: Axis AMC
Ashish Gupta, CIO at Axis Asset Management Company, expects double-digit loan growth in banking as economic indicators improve and sees earnings growth of 13–14% in the coming year. While confidence in recovery has strengthened, he cautioned that FII flows remain a risk due to global growth and currency factors.
SBI MF buys additional 4% stake in Urban Company; Wellington Management, DF International exit
SBI Mutual Fund already held 1.89 percent shareholding in Urban Company as of December 2025.
Buy VA Tech Wabag; target of Rs 1900: Motilal Oswal
Motilal Oswal is bullish on VA Tech Wabag recommended buy rating on the stock with a target price of Rs 1900 in its research report dated March 12, 2026.
Buy Tech Mahindra; target of Rs 1750: Motilal Oswal
Motilal Oswal is bullish on Tech Mahindra recommended buy rating on the stock with a target price of Rs 1750 in its research report dated Jun 23, 2026.
Buy Tech Mahindra; target of Rs 1750: Motilal Oswal
Motilal Oswal is bullish on Tech Mahindra has recommended buy rating on the stock with a target price of Rs 1750 in its research report dated April 22, 2026.
Neutral Urban Company; target of Rs 135: Motilal Oswal
Motilal Oswal recommended Neutral rating on Urban Company with a target price of Rs 135 in its research report dated May 10, 2026.