The 2026 budget signals a revival in demand and a boost in private investment, says Motilal Oswal. BDL, UPL among the 5 stocks to buy

As preparations for the Union Budget 2026-2027 gather pace, the ongoing work signals a clear policy intent to accelerate domestic demand, revive private investment and generate employment, a budget note from Motilal Oswal Financial Services (MOFSL) said. The brokerage has identified five stocks in the auto, agriculture, defense, financial services and infrastructure themes that it […]

PVR Inox shares could gain another 15% on Dhurandhar rumors, upcoming releases, says MOFSL analyst

Shares of PVR Inox ended Monday’s session 3% higher, buoyed by strong box office trends driven by the run of Ranveer Singh-starrer Dhurandhar in the second week.The Aditya Dhar-directed film has crossed the Rs 300 crore mark at the domestic box office while setting a new record for its second Monday collection. According to reports, […]

Nifty’s fastest mover Bajaj Finance is facing a growth bottleneck as its growing loan book raises red flags. What awaits us?

Bajaj Finance, the fastest gainer in the past year, shocked investors on Tuesday, falling 7% after it cut the company’s growth expectations in light of stress in the SME and captive 2W/3W segments. The stock has received mixed reviews from top brokers, leaving investors in a tight spot and wondering whether the momentum will hold […]

Stock market sentiment likely to remain constructive after October’s sharp rally: analysts

Stock market sentiment is likely to remain optimistic going forward, although some consolidation cannot be ruled out following the recent sharp rally in benchmarks, analysts said. According to experts, the Nifty and Sensex could indeed move to fresh record highs before the end of the year if global cues remain supportive, crude oil prices remain […]

InterGlobe Aviation Q2 preview: Brokers split on profits, see 13% year-over-year revenue increase

InterGlobe Aviation will report its September quarter results on Tuesday, November 4, with the IndiGo operator expected to report mixed second-quarter performance as seasonal weakness could weigh on the company’s profitability. Estimates from four brokers put profits in a broader range, while expecting revenue to grow between 4% and 13%. The topline range is between […]

Buy on dip or wait? Motilal’s Sneha Poddar analyzes the market opportunities for the second half of 2025

ET Markets spoke to Sneha Poddar, VP-Research, Wealth Management at Motilal Oswal Financial Services, to discuss what is driving the markets, sustainability of valuations, sectoral opportunities and risks for investors as we enter the second half of 2025.Fragments:Q. What is driving the Indian stock market right now? Is it the global signals, the profits, the […]