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Private banks show attractive valuations and positive future growth. Defence stocks have strong order books but limited rerating potential. ITC faces volume challenges due to taxation changes, impacting its earnings trajectory. Investors are watching budget announcements for potential shifts in these sectors.
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News and Media
Motilal Oswal Financial Services believes regulatory pressures on broking are easing. The firm anticipates renewed growth in the broking sector. Asset management and private equity businesses are performing strongly. Motilal Oswal is raising new funds and expanding its presence in alternative investments. Wealth management shows resilience despite market fluctuations. The company remains optimistic about long-term equity market growth.
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News and Media
UTI AMC's Karthikraj Lakshmanan anticipates Budget 2026 will balance fiscal discipline with growth, focusing on capital expenditure and consumption. He notes market nervousness due to geopolitical concerns and rupee depreciation, advising a staggered investment approach for equities with a 5+ year horizon.
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News and Media
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