India’s consumption sector, traditionally seen as a defensive haven during market volatility, is in the midst of a rare and sharp underperformance — with the Nifty FMCG and Nifty Consumption indices down about 20% and 17% from their September 2024 peaks, respectively. While the sector has lagged the broader market in recent months, Motilal Oswal … Read more
Motilal Oswal Private Wealth (MOPW) has issued a recommendation for investors to pursue lump sum investments in Hybrid and large-cap funds. This guidance comes in response to the recent market corrections which have seen large-cap valuations fall below their 10-year average. The advisory reflected the firm’s strategic outlook amidst ongoing consolidation in the Indian equity … Read more
Investors are advised to stagger fresh flows towards equity in the near term to avoid market volatility, according to financial institution Motilal Oswal Private Wealth. It advised investors to keep moderation in expectations. Within equity, investors can look to invest in flexicap category with a bias towards large caps and hybrid equity-oriented funds, says Motilal … Read more
Raymond Lifestyle (RLL) shares surged by 3.4% today to their high of Rs 2,089 on the BSE following an optimistic outlook from domestic brokerage firm Motilal Oswal, which projects a 29% upside potential in the stock as it gave a target price of Rs 3,000. The brokerage’s confidence stems from RLL’s renewed focus on growth … Read more
Gautam Duggal, Head Of Research – Institutional Equities, Motilal Oswal, says the potential for a re-rating of price-to-earnings (PE) ratios appears quite challenging at this moment, with only limited opportunities in select areas. The only sector where some re-rating potential remains is in financials, particularly among large-cap banks, which are currently undervalued. There is a … Read more
With a lackluster Q2FY25 earnings season behind, several top brokerages have made changes to their model portfolios and come out with their preferred stocks and buy recommendations. ETMarkets brings a list of top stocks, which are part of the model portfolios of Motilal Oswal Financial Services (MOFSL), Nuvama Institutional Equities and Kotak Institutional Equities. Nifty … Read more
Muhurat trading is traditionally held on the evening of Diwali, symbolizing new beginnings and prosperity. Investors treat this day as an opportunity to make fresh investments, believing that trades made during this auspicious hour will yield fruitful returns throughout the year. The atmosphere is charged with optimism as traders engage in buying stocks, often driven … Read more
“It is not for the intraday or one or two-days trade, but positionally if we were to see, they are likely to do well in the coming times and overall capital market theme is likely to do well from here,” says Vinay Rajani, HDFC Securities.Well, the market is very sideways. The action is really in … Read more
Shares of India’s third largest IT company HCL Technologies jumped 1.3% to its day’s high of Rs 1,880.65 on the BSE after reporting a 10.5% jump in its September quarter consolidated net profit to Rs 4,235 crore, up from Rs 3,832 reported by the company in the year-ago period. Following the quarterly results, various brokerage … Read more
The first quarter earnings season is underway and as many as 98 companies will announce their earnings on Friday. Key results to watch out include that of Titan, Hindustan Zinc and Delhivery. Apart from the above, companies like Britannia, Aeroflex Industries, IDFC, Infibeam Avenues, Ion Exchange, LIC Housing Finance, Lloyds Enterprises, NIIT, Samhi Hotels, Saregama … Read more