Global brokerage firms have shared optimistic outlooks on key stocks. Nomura remains bullish on Hero MotoCorp, citing rural growth, while Citi maintains a positive view on Grasim Industries despite a weak Q2. CLSA continues to favor Crompton Greaves Consumer Electricals for its sustained growth and margin improvement, with all three stocks showing significant upside potential.
Investors must moderate return expectations, stick to asset allocation: Nilesh Shah
Nilesh Shah of Kotak AMC remains optimistic about consumer discretionary spending, citing tax rebates, reduced EMI burdens, and the upcoming 8th Pay Commission. He favors
June 30, 2025