Brokerage firm Macquarie has an outperform rating on Marico, Morgan Stanley recommended an Equal Weight rating on Godrej Consumer, JPMorgan has an overweight rating on Titan and Jefferies initiated a buy on IDFC First Bank.
ETMarkets Smart Talk: From Solar to Switchgear—Capex Themes Remain Strong, says Arvind Kothari
Arvind Kothari from Niveshaay is optimistic about capital expenditure-driven sectors. He highlights opportunities in defense, textiles, and power. RBI’s rate cut and liquidity measures aim