Indian markets are waiting for a boost as recent earnings met expectations but did not attract foreign investors. The upcoming March quarter earnings will be crucial for growth trends. The Union Budget and global trade talks are also key factors. Midcap stocks are showing improved risk-reward. Sectors like pharma, chemicals, and export-oriented companies are poised for growth.
UBS upgrades Bajaj Finance shares, LT Finance as it sees NBFCs better placed than banks. Here’s why
UBS upgraded Bajaj Finance to Neutral and L&T Finance to Buy, citing improving asset quality and a revival in unsecured lending. The brokerage sees scope