Technology to drive consolidation in broking and asset management: Saurabh Mukherjea

Saurabh Mukherjea of Marcellus Investment Managers anticipates profit margin compression in the AMC sector due to increased competition. He suggests potential US tariffs on India are negotiation tactics, expecting a 20% rate post-Russia-US deal, benefiting India’s position against China. Mukherjea highlights tech disruption in broking and asset management, citing Zerodha and Groww’s success.

Avoiding chemicals and cement stocks; new-age consumption stocks long-term bets: Pratik Gupta

Kotak Securities anticipates a stronger second half for Indian markets, driven by festive demand and favorable monsoons benefiting rural areas. While consumer tech leaders like Nykaa and Honasa show long-term promise, high valuations in consumer companies raise concerns. Cautious approach is advised due to global economic uncertainty, prioritizing capital preservation over aggressive returns.

5 stocks that may give up to 38% returns

Brokerages have turned positive on a range of stocks across sectors, projecting double-digit upside potential based on strong growth prospects and supportive business fundamentals for the next 12 months.We have collated a list of recommendations from top brokerage firms from ETNow and other sources: