Tag: Duggad
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Motilal Oswal’s Gautam Duggad bets on cement as earnings revival takes centre stage
Gautam Duggad, Director & Head of Research, Institutional Equities at Motilal Oswal Financial Services, expects the cement sector to grow over 50% and remain...
Motilal Oswal’s Duggad bets on Titan, Page, Indigo as discretionary plays
Consumption sector stocks are expected to take the lead in FY26 as the government’s policy focus shifts away from capex and towards supporting household...
Gautam Duggad of Motilal Oswal bets on discretionary, midcaps & defence in FY26 playbook
Gautam Duggad, Head of Research, Institutional Equities at Motilal Oswal Financial Services, is doubling down on discretionary consumption, midcaps, and defence as key pillars...
