India’s long-term structural growth story remains intact amid policy reforms
NEW DELHI: India’s long-term structural growth story remains intact, supported by favourable demographics, rising digital adoption, increasing financialisation of household savings and continued reform momentum, according to a new report.
The government’s ongoing policy initiatives will help reset the trajectory of corporate earnings over the medium term. Additionally, any resolution of the tariff stalemate with the US could act as an important external catalyst for markets, said Motilal Oswal Financial Services in its latest report.
“From an investment perspective, we have a positive stance on large-cap stocks, particularly in sectors where earnings growth is strong and valuations remain reasonable. Financials continue to be preferred segment, backed by healthy credit growth, improving return ratios and strong balance sheets. We also remain positive on consumption-linked sectors such as consumer discretionary and automobiles, as demand recovery broadens and revenue growth improves,” it noted.
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