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2h agoFinancials and consumption dominate 75-stock brokerage picks for 2026
Across 75 stock recommendations, brokerages show a clear preference for financials, consumption, and industrials as India heads into 2026. Morgan Stanley highlights domestic cyclicals such as ICICI Bank, Reliance Industries, and Larsen and Toubro, while HSBC favours large-cap leaders like Infosys, SBI, and Apollo Hospitals. BofA Securities expects earnings driven returns, backing banks, autos, energy, and real estate names. Nomura stresses selective positioning, including Swiggy and Titan, while Jefferies focuses on undervalued laggards.
neutral
2h agoFinancials and consumption dominate 75-stock brokerage picks for 2026
Across 75 stock recommendations, brokerages show a clear preference for financials, consumption, and industrials as India heads into 2026. Morgan Stanley highlights domestic cyclicals such as ICICI Bank, Reliance Industries, and Larsen and Toubro, while HSBC favours large-cap leaders like Infosys, SBI, and Apollo Hospitals. BofA Securities expects earnings driven returns, backing banks, autos, energy, and real estate names. Nomura stresses selective positioning, including Swiggy and Titan, while Jefferies focuses on undervalued laggards.
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Brokerage stock picks for 2026 concentrate on financials, consumption, and industrials, with selective exposure to autos, telecom, and real estate amid expected sector rotation.
Across 75 stock recommendations, brokerages show a clear preference for financials, consumption, and industrials as India heads into 2026. Morgan Stanley highlights domestic cyclicals such as ICICI Bank, Reliance Industries, and Larsen and Toubro, while HSBC favours large-cap leaders like Infosys, SBI, and Apollo Hospitals. BofA Securities expects earnings driven returns, backing banks, autos, energy, and real estate names. Nomura stresses selective positioning, including Swiggy and Titan, while Jefferies focuses on undervalued laggards.
Across 75 stock recommendations, brokerages show a clear preference for financials, consumption, and industrials as India heads into 2026. Morgan Stanley highlights domestic cyclicals such as ICICI Bank, Reliance Industries, and Larsen and Toubro, while HSBC favours large-cap leaders like Infosys, SBI, and Apollo Hospitals. BofA Securities expects earnings driven returns, backing banks, autos, energy, and real estate names. Nomura stresses selective positioning, including Swiggy and Titan, while Jefferies focuses on undervalued laggards.
Dec 20, 2025 • 06:00