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Reliance, financials and defence top investment picks as market leadership broadens: Rahul Shah

Reliance Industries is poised for a turnaround, with strong earnings, a Jio Platforms IPO, and AI/energy investments promising significant returns. Small banks are also attractive due to improving fundamentals and valuations. While IT valuations are cheap, earnings growth is a concern. Financials, particularly large private banks and NBFCs, remain a favored sector for their re-rating potential.

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economictimes.indiatimes.com

thehindubusinessline.com

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AI · summaries

thehindubusinessline.com1 mese fa

Reliance Industries jump 3%: CLSA sees highest upside at ₹1,800, brokerages upbeat on Jio IPO, AI and new…

Reliance Industries announced Jio Platforms IPO with AI infrastructure (120 MW by end-2026), 40 GWh battery plant, and $3B Samsung green energy deal. For tech managers: AI becomes core asset reshaping cloud sovereignty in Asia; signals major infrastructure spend cycle affecting stack decisions, vendor positioning, and regional supply exposure.

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economictimes.indiatimes.com1 mese fa

Beyond Jio IPO: 5 triggers Mukesh Ambani has lined up to revive Reliance shares for 44 lakh investors

Reliance targets EBITDA doubling via solar (20 GW), batteries (120 GWh/year), green ammonia, and sovereign AI infrastructure. For tech leaders, FY27 new energy revenue inflection is critical; O2C cyclicality and geopolitics remain material execution risks.

Timeline cronologica

venerdì 19 giugno 2026·economictimes.indiatimes.com
Reliance delivers strongest-ever financial performance despite global headwinds
Mukesh Ambani announced Reliance's strongest-ever financial performance at the company's 49th AGM, reporting record revenue of ₹11.75 lakh crore and a 17.8% rise in profit for…
venerdì 19 giugno 2026·economictimes.indiatimes.com
Reliance’s AI ambitions & other key takeaways from its 2026 AGM - The Economic Times

Reliance, financials and defence top investment picks as market leadership broadens: Rahul Shah

Confronto fonti

Reliance Industries jump 3%: CLSA sees highest upside at ₹1,800, brokerages upbeat on Jio IPO, AI and new…

Beyond Jio IPO: 5 triggers Mukesh Ambani has lined up to revive Reliance shares for 44 lakh investors

Timeline cronologica

Reliance delivers strongest-ever financial performance despite global headwinds

Reliance’s AI ambitions & other key takeaways from its 2026 AGM - The Economic Times

Reliance eyes ₹4 lakh crore EBITDA by 2031; Bets big on AI and clean energy

India's IT sector facing a growth crisis; Daljeet Kohli says he's already walked away

Sell or Hold: Citi maintains buy on Cipla; Motilal Oswal recommends buy on RIL post AGM

Reliance Industries jump 3%: CLSA sees highest upside at ₹1,800, brokerages upbeat on Jio IPO, AI and new energy plans

Banking, capital goods and midcaps seen driving market's next rally: Ashish Chaturmohta

Reliance, financials and defence top investment picks as market leadership broadens: Rahul Shah

Reliance 3.0: Mukesh Ambani is preparing for a brave post-Jio world

RIL's call to list Jio Platforms could unlock up to 35% value

Beyond Jio IPO: 5 triggers Mukesh Ambani has lined up to revive Reliance shares for 44 lakh investors