“We’ve seen earnings from TCS and HCL Tech that reflect the uncertainty in the U.S., largely due to tariffs. Discretionary…
Tag: rerating
Tata Motors: EV and JLR portfolios could drive Tata Motors rerating: Deven Choksey
“In my viewpoint along with the EV portfolio, which is also expanding particularly even for JLR, I believe everything seems…
Deutsche Boerse rally shows a European re-rating is underway
By Danilo Masoni MILAN (Reuters) -A rally in Deutsche Boerse shares illustrates how Europe is bridging a value gap with…
Largecaps still offer margin of safety amid broader re-rating: Harish Krishnan
“Markets do not work on the newspaper headlines for today. They work on what the likely newspaper headlines can be…