ReferIndia News Q2 earnings beginning this week to be modest but 3 themes can make money: Motilal Oswal

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Q2 earnings beginning this week to be modest but 3 themes can make money: Motilal Oswal

Published on: Oct. 6, 2025, 11:14 a.m. | Source: The Economic Times

Q2 earnings, starting October 9, are expected to show modest 6% YoY growth for Nifty companies. Motilal Oswal highlights three investment themes—financials vs IT divergence, consumption revival, and new-age sectors—and recommends top large- and mid-cap stocks in autos, healthcare, BFSI, and technology for potential gains.

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