2025-06-08Niranjan Ghatule
Motilal Oswal Midcap Fund’s May 2025 portfolio reveals key changes including a fresh entry into Zomato (Eternal Ltd), increased stakes in Dixon, Paytm, and Bharti Hexacom, and a sharp 30% reduction in Indraprastha Gas. Top holdings now include Coforge, Persistent Systems, and Kalyan Jewellers.
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2025-04-09Niranjan Ghatule
Jefferies has revised its ratings and price targets for key Indian IT stocks, upgrading Infosys, Coforge, and Sagility to 'Buy' while downgrading HCLTech and TCS to 'Hold'. This article analyzes the brokerage's latest recommendations, explores the potential upsides and downsides, and provides insights into which IT companies may offer strong investment opportunities in the current environment
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