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Motilal Oswal projects muted Q4FY25 earnings, with just 2% YoY growth for the Nifty 50, citing sectoral drags from Oil & Gas, Cement, and Real Estate. While the near-term outlook remains weak, the brokerage remains optimistic about long-term prospects and sees recent market corrections as buying opportunities, recommending large-cap and select mid- and small-cap stocks for investors.
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Ace investor Rekha Jhunjhunwala re-entered Canara Bank with a 1.46% stake in Q4 FY25 after exiting earlier. The stock has recently rebounded but remains down 27% YoY. She also trimmed her Baazar Style Retail holdings.
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News and Media
Morgan Stanley's Upasana Chachra anticipates a likely 25 bps rate cut by the RBI, followed by another in June, contingent on growth trajectory. Escalating global risks, particularly US tariffs, pose downside risks to India's GDP, potentially impacting business confidence and investment. While direct trade exposure appears limited, indirect effects via global slowdown are concerning.
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News and Media
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