Motilal Oswal’s Gautam Duggad on his latest stock picks and market outlook

Over the years, Gautam Duggad, head of research (institutional equities) at Motilal Oswal Financial Services Ltd, and his team have built a track record of identifying lucrative investment opportunities and…

Key sectors to watch in Samvat 2081: Banking, healthcare and other growth opportunities for your portfolio

Indian equities have witnessed a remarkable rally in Samvat 20280, with the Nifty-50 reaching an all-time high of 26,277 in September 2024. The index has risen 26% from November 2023…

Tech Mahindra saw a gradual revival in Q2, but will this continue?

Tech Mahindra Ltd, which is undergoing a transformation, saw decent performance in the September quarter (Q2FY25). True, expectations were quite low. Still, a gradual revival in key verticals was welcome.…

Fund managers bet big on financials: But why ditch banks for NBFCs?

Foreign portfolio investors (FPIs) have shown erratic behaviour when it comes to investing in finance and banking stocks, with buying sprees frequently interrupted by periods of selling. After significant selling…

Financial stocks overvalued amid short-term rally, says Emkay’s Seshadri Sen; picks HDFC Bank, IndusInd, Shriram Finance

The financial sector is witnessing a short-term rally driven by a potential recovery in deposit growth as the RBI embarks on its anticipated easing cycle. With moderate valuations attracting investors…