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Brokerages target 15 stocks for November as earnings edge returns

Jefferies and Citi identify 15 Indian stocks for November amid rising earnings visibility and selective opportunity.
Brokerage houses including Jefferies and Citi have flagged a list of 15 Indian stocks they deem ‘hot’ for November, covering sectors such as infrastructure, FMCG and banking. With earnings momentum expected to improve and corporate margins showing early signs of recovery, analysts say investors should watch names like Pidilite Industries, Kotak Mahindra Bank and DLF. The move reflects a shift from broad-market exposure to selective stock picks amid macro and liquidity uncertainties.