Top companies like Tata Motors, SBI, and Vodafone Idea are under brokerages' focus for stock recommendations.
JPMorgan is cautious about Indian IT, suggesting potential buying opportunities in tier 1 names earlier and being cautious on midcaps amid a weak outlook for financial year 2026.
BofA prefers domestic rate-sensitive sectors like financials and autos over global cyclicals, maintaining a cautious stance due to additional market risks.
Jefferies anticipates no major adverse impact from reciprocal tariff announcements on sectors like IT services, pharma, and autos, hinting towards opportunities in pharma despite the weakening US economic outlook.
Brokerages give insights on various companies like HDFC Bank, Tata Motors, Vodafone Idea, and Bajaj Finance, providing ratings, target prices, and growth expectations.
UBS upgrades SBI to 'neutral', lowers the target price for Tata Motors, and predicts a challenging year for IndusInd Bank.
Macquarie maintains 'underperform' ratings for companies like Vodafone Idea and Avenue Supermarts, highlighting concerns around the businesses' performance and competition.
HSBC initiates coverage on Ventive Hospitality with a 'buy' rating, emphasizing its recent recovery and strengths in balance sheet and cash flows.
Morgan Stanley provides ratings and target prices for companies like RBL Bank, Aditya Birla Fashion, and L&T Finance, reflecting on market share, growth prospects, and strategic shifts.
Overall, the article covers a range of stock recommendations and insights from various brokerages on key companies and sectors, providing a comprehensive view of the current market trends and recommendations.