Institutional Rotation: HDFC Bank Q4 Profits, BHEL’s Order Surge & TCS Probe
Indian markets face a crossroads as HDFC Bank reports resilient Q4 profits and BHEL's order book hits ₹2.4 lakh crore. However, geopolitical tensions in the Strait of Hormuz and a governance probe at TCS introduce significant risk premiums, driving an institutional shift toward infrastructure-linked plays.