By Martin Shwenk Leade
Rahul Jain of Dolat Capital discusses TCS stock. Expectations are low after previous results. Improved commentary could boost the stock. BFSI is expected to remain positive. Manufacturing and travel sectors may face challenges. Tariff concerns persist. HCL Tech’s consistent growth has narrowed valuation gaps with TCS and Infosys. HCL Tech may trade at a premium due to projected growth.