business / news / / CNBC TV18
Indian equity benchmarks ended sharply higher on May 25 amid positive global cues and hopes of a potential US-Iran deal.
Ambareesh Baliga sees platform companies gaining from AI adoption, reducing operating costs over time.
KEY POINTS
- Gen Z consumers are increasingly favouring platform-led businesses over brick-and-mortar models.
- Baliga has turned positive on Groww and favors Honasa Consumer and Eternal for long-term prospects.
- Aurobindo Pharma's acquisition of Lannett is expected to be value accretive according to DAM Capital.
COMPANIES
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