Indian stock markets delivered modest returns in Samvat 2081. The market faced volatility due to faltering earnings and foreign outflows. However, domestic buying showed resilience. Entering Samvat 2082, sentiment is expected to improve. Policy reforms and RBI liquidity infusion are anticipated. Earnings are projected to grow. A stock-specific strategy is advised for potential gains in banking, financials, and consumption sectors.
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