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 […]

Markets pricey with modest earnings per share growth; cars, hospitality offer opportunities: Venkatesh Balasubramaniam of JM Financial

Venkatesh Balasubramaniam of JM Financial shared a comprehensive view of the Indian equity markets and highlighted the challenges and opportunities in the current environment. He highlighted that markets are trading at high valuations, with aggregate indices trading at nearly 23 to 24 times forward one-year earnings – roughly one standard deviation above the average. While […]