Anand Rathi sees Indian IT firms benefiting as rising AI infrastructure costs put pressure on global technology giants. It favors asset-light companies with strong cash generation, naming Tech Mahindra, LTIMindtree, and Mphasis as top picks.
Indian IT stocks emerge as 'safe AI trade' amid rising Big Tech spending; Anand Rathi prefers TechM, LTM, Mphasis
Published ·
Keep reading
Related stories
