Anshul Saigal discusses the potential shift in market dynamics, highlighting the underperformance of the real economy compared to tech. He emphasizes the upcoming opportunities in sectors like banking, textiles, value retail, capital goods, and CDMO, driven by macroeconomic changes and the evolving tariff situation.
Motilal Oswal initiates coverage on Adani Enterprises with Buy, sees 25% upside. Here’s why
Motilal Oswal has initiated coverage on Adani Enterprises with a Buy rating and a target price of Rs 3,880, implying 25% upside from the prevailing