Tech Mahindra — the sole bright spot in an otherwise gloomy IT earnings season, posting 2.5% revenue growth in Q1FY27. The company's ability to buck the sector-wide slowdown has made it the stock to watch, though management itself flagged rising competitive pressure from AI-fueled vendor claims.
Samir Arora's new-age bets — Helios Capital is rotating out of IT and into listed new-age companies. Arora argues these businesses offer **double-digit...
