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Brokerages favour domestic growth, capex-led stocks in Samvat 2083

11/3/2026, 3:49:55 PM

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Brokerages favour domestic growth, capex-led stocks in Samvat 2083 — Photo / Coverage: The Hindu Business Line

EXECUTIVE SUMMARY

HDFC Securities and Kotak NEO identify opportunities in infrastructure, defence and manufacturing, alongside select consumer and technology companies

Key Takeaways

Brokerages favour domestic growth, capex-led stocks in Samvat 2083.

HDFC Securities and Kotak NEO identify opportunities in infrastructure, defence and manufacturing, alongside select consumer and technology companies

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