Q2 earnings, starting October 9, are expected to show modest 6% YoY growth for Nifty companies. Motilal Oswal highlights three investment themes—financials vs IT divergence, consumption revival, and new-age sectors—and recommends top large- and mid-cap stocks in autos, healthcare, BFSI, and technology for potential gains.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets