Motilal Oswal Lists 27 Stocks After Market Fall

Economic Times Markets · stocks

Motilal Oswal Financial Services sees improved risk-reward in Indian equities due to cooler valuations, better earnings, strong domestic liquidity, and resilient economic fundamentals. The market has consolidated since September 2024, with significant divergence in sector performance. Mid and small-caps have outperformed, cushioning large-cap drawdowns. Defence, metals, and PSU banks were key outperformers over the past two years, while technology, consumer, media, and real estate lagged. Valuations have cooled significantly from 2024 highs, with large and mid-caps seeing the steepest corrections.