After a slow start during Ganesh Chaturthi, demand picked up in Navratri, with consumer durables sales growing 25-30% YoY, notes Motilal Oswal Wealth Management Research Desk.
Motilal Oswal Wealth Management Research Desk has said that India's telecom sector could see a valuation re-rating ahead of Jio Platforms' (JPL) proposed IPO.
Motilal Oswal Wealth Management Research Desk is bullish on QC platforms in 2QFY27 with improving growth momentum, as competitive intensity moderates and demand benefits from festive seasonality.
Stocks to buy: JSW Steel's outlook remains constructive, supported by capacity ramp-ups, resilient domestic steel demand and a rising share of value-added products.
While near-term uncertainties surrounding the monsoon, crude oil prices and geopolitical developments persist, auto sector's growth outlook is increasingly being driven by structural demand.
India's Non-Banking Financial Company (NBFC) sector is well positioned for long-term growth, supported by healthier balance sheets, easing macroeconomic headwinds, and an improving funding environment
Indian healthcare sector remains well positioned for sustained long-term growth, supported by structural demand, expanding hospital infra, higher healthcare spends, and favourable demographic trends.
Top monthly stock picks by Motilal Oswal Wealth Management Research Desk: Analysts are bullish on Reliance, Bharat Electronics, ACME Solar, Delhivery, Gokaldas Exports and Lenskart.
Over the past two years, the industry has moved decisively toward ticket monetisation, with tickets now contributing roughly 50-70 per cent of event revenues compared to 10-30 per cent earlier
Motilal Oswal Wealth Management Research Desk has recommended buying the following stocks: ICICI Prudential AMC, Apollo Hospitals, Bharat Dynamics, Siemens Energy, Jain Resource Recycling, and TBO Tek
