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We have argued in our recent upgrade note (Time to buy the next cycle, 24th Nov 2025) that 2026 will be the year when enterprises start deploying AI at scale, and Indian IT services stand to benefit from this.
We attended JSW Energy’s (JSWE) plant visit at Vijaynagar on 7-8th Jan’26, in which the company showcased its green hydrogen and floating solar plants.
Asian markets are trading higher, as investors remain cautious ahead of the U.S. payrolls data due on Friday and an anticipated Supreme Court verdict related to President Donald Trump's tariff measures. Nikkei, Hang Seng, and Shanghai are trading higher by 0.63%, 0.27%, and 0.07%, respectively.
Transformers and Rectifiers India Limited (TARIL) has a wide range of transformers, like Power & Distribution Transformers, Furnace Transformers, Rectifier Transformers & Special Transformers. Company has strong in-house design & technical expertise, along with...
Amagi Media Labs Ltd (AMLL) is a Software-as-a-Service (SaaS) company that connects media companies to their audience through cloud-native technology. The company's platform helps content providers & distributors upload and deliver videos over the internet through smart TVs, smartphones & apps, instead of traditional services (set-top box or cable services) and helps monetize the content through targeted advertising services. AMLL's platform has enabled the streaming of marquee events such as the 2024 Paris Olympics, UEFA football tournaments, Oscars and the 2024 US Presidential Debate. As of Sep'25, the company served over...