Parag Thakkar

TCS results, AI bets and metals rally: Parag Thakkar sees value across IT, metals and banking sector

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TCS results, AI bets and metals rally: Parag Thakkar sees value across IT, metals and banking sector

In an exclusive conversation with ET Now, Parag Thakkar, from Fort Capital shared his perspective on Tata Consultancy Services’ (TCS) latest quarterly results, the company’s strategic shift towards AI and data centre investments, and his bullish stance on the metals and banking sectors. “We have 2.5% weight in TCS and we are not going to … Read more

Private banks poised for strong rebound, says Parag Thakkar

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Private banks poised for strong rebound, says Parag Thakkar

A billion-dollar investment in Sammaan Capital has sparked fresh discussions about the outlook for non-banking finance companies (NBFCs) and private sector banks. Parag Thakkar, a market veteran, believes this signals a positive shift for India’s financial sector even if the immediate market reaction remains mixed. “No, we do not have Sammaan Capital in our portfolio, … Read more