Motilal Oswal Tilts Heavy Into Cyclicals, Financials, and Manufacturing

Broker flags autos, PSU banks, NBFCs, and PLI-driven industrials as top overweights, signaling a domestic-capex growth thesis while sidelining IT, staples, and pharma defensives.

ndtv-profit-business · 7/3/2026, 5:47:59 AM · Ask about this →