Buy, Sell or Hold: Motilal Oswal maintains buy on V-Mart Retail; Morgan Stanley recommends underweight on L&T Finance

Buy, Sell or Hold: Motilal Oswal maintains buy on V-Mart Retail; Morgan Stanley recommends underweight on L&T Finance

Brokerage houses remain selectively constructive on pockets of the Indian market, highlighting differentiated opportunities across retail, infrastructure, and financial services.While Motilal Oswal sees strong growth visibility and margin expansion driving meaningful upside in V-Mart Retail and VA Tech Wabag, supported by store expansion, robust order inflows, and improving profitability, Morgan Stanley continues to strike a … Read more

India 10-year bond a good bet for long position: Morgan Stanley

India 10-year bond a good bet for long position: Morgan Stanley

Morgan Stanley sees a “good chance” of JPMorgan including Indian government bonds in its index, and recommended going long on the 10-year benchmark bond yield. “We now believe that there is a very good chance that JPM will announce the index inclusion of India’s bond market in mid-September,” strategists Min Dai and Madan Reddy said … Read more