Mayuresh Joshi from Marketsmith India suggests that despite global challenges like Trump’s tariffs, Indian markets are responding maturely. He emphasizes the strength of domestic flows and the importance of long-term systematic investments. Joshi is optimistic about consumption-driven sectors, financials, and agrochemicals, while remaining cautious on IT due to global competition and the need for reinvention.
Vedanta Aluminium at earnings inflection point? Here’s why Motilal Oswal sees 21% upside
Motilal Oswal has reiterated its Buy rating on Vedanta Aluminium Metal with a target price of Rs 540, implying 21% upside. The brokerage expects EBITDA