Motilal Oswal Financial Services anticipates a recovery in the IT sector, citing a rebound after a phase of discretionary spending cuts, with HCL Technologies, LTI Mindtree, and Persistent Systems as top picks, and an upgraded ‘Buy’ rating for Coforge. The firm believes the sector is poised for sustained growth over the next 2-4 years.
Banking, consumption and healthcare to lead market gains: Shibani Sircar Kurian
Shibani Sircar Kurian of Kotak Mahindra AMC sees select growth pockets in banking, consumption, and healthcare. She highlights attractive valuations in PSU banks, stock-specific opportunities