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Bloomberg Quint
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TCS To Coforge: Motilal Oswal Bets On Large Caps And Domestic Themes
- Motilal Oswal trims Nifty EPS estimates for FY2025 and FY2026.
- Weak earnings in certain sectors are offset by growth in others.
- Valuations for large-caps become more attractive while mid- and small-caps remain elevated.
- Top picks include Reliance Industries, TCS, and domestic-facing sectors.
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