Economic revival, consumption boost and smallcap turnaround: Varun Goel sees broad-based market optimism

Economic revival, consumption boost and smallcap turnaround: Varun Goel sees broad-based market optimism

Even as Indian equities remain range-bound with the Nifty slipping nearly 1% for the week, optimism about the broader economy and earnings revival is building up. According to Varun Goel, Head of Investments at Nippon India Mutual Fund, the current earnings season has been “in line or slightly ahead of expectations,” setting the stage for…

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Motilal Oswal Securities bullish on India’s consumer sector; HUL, Marico among top picks

Motilal Oswal Securities bullish on India’s consumer sector; HUL, Marico among top picks

Motilal Oswal Securities has reaffirmed optimism on India’s consumer sector after a steady first quarter. Its top bets are Hindustan Unilever, Godrej Consumer, Marico, Page Industries, Titan, P N Gadgil, and Restaurant Brands Asia. Agencies The brokerage expects a broad-based recovery in FY26, driven by easing inflation, potential rate cuts, tax benefits, and a strong…

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