Indian stock markets are poised for growth driven by domestic recovery and government reforms. While global cues influence, strong fundamentals offer resilience. Investors can find opportunities in BFSI, Capital Markets, Consumption, and Industrials. Caution is advised for IT and Oil & Gas sectors. Long-term investors should consider a buy-on-dip strategy.
PLI 2.0 for mobiles set to reward scale, exports; Dixon a key beneficiary: Motilal Oswal
The government’s new mobile phone manufacturing incentive scheme is set to favour companies with scale, export capabilities and strong domestic supply chains. Motilal Oswal said