Vedanta's 52-Week High: Demerger + Capex Boom Explained | Markets Today

Описание: 📌 In this episode of Markets Today, we break down three big shifts shaping India’s markets — global money flows, AI-led transformation, and a major metals rally.

#1 🇮🇳 Jefferies Backs India Over China
Global investment bank Jefferies has increased India’s weight in its Asia portfolio, cutting exposure to China. Strong domestic demand, infrastructure push, and earnings visibility are driving this bullish call.

#2 🤖 TCS Goes All-In on AI
TCS is reshaping itself for an AI-first future — from restructuring talent to building autonomous systems. With $30B+ revenue and a full-stack AI strategy, the company is betting big on the next tech cycle.

#3 ⛏️ Vedanta’s Big Comeback
Vedanta hits a 52-week high as its demerger plan, massive capex cycle, and exposure to energy-transition metals fuel renewed investor confidence.

00:00 - Coming Up
00:50 - Jefferies Back India
03:00 - TCS
05:20 - Vedanta Demerger

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