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Earnings visibility to drive markets; Axis MF’s Karthik Kumar underweight IT, bullish on autos
Karthik Kumar, Fund Manager at Axis Mutual Fund, sees selective opportunities in defence stocks but remains cautious on railways, staples and utilities, and also recommends allocating part of a portfolio to gold.

Stock Picks Today: JSW Cement, ICICI AMC, Lenskart And More On Brokerages' Radar
Investec and Motilal Oswal have initiated a buy rating on JSW Cement and Lenskart, respectively.

Buy Delhivery; target of Rs 580: Motilal Oswal
Motilal Oswal recommended is bullish on Delhivery recommended buy rating on the stock with a target price of Rs 580 in its research report dated Jun 19, 2026.

Delhivery shares rise 3% as Motilal Oswal sees up to 26% upside on strong volume growth, cost control
The brokerage said the growth was supported by healthy consumption-driven demand and continued momentum from large e-commerce players.

Mutual funds pump Rs 55,413 crore into financial stocks amid March selloff
Despite the buying, total mutual fund assets fell to Rs 46.6 lakh crore from Rs 51.29 lakh crore in February

Buy Phoenix Mills; target of Rs 2030: Motilal Oswal
Motilal Oswal is bullish on Phoenix Mills has recommended buy rating on the stock with a target price of Rs 2030 in its research report dated April 29, 2026.

Neutral Aegis Logistics; target of Rs 706: Motilal Oswal
Motilal Oswal recommended Neutral rating on Aegis Logistics with a target price of Rs 706 in its research report dated Jun 09, 2026.

Buy Container Corporation; target of Rs 600: Motilal Oswal
Motilal Oswal is bullish on Container Corporation has recommended buy rating on the stock with a target price of Rs 600 in its research report dated May 06, 2026.

Buy Adani Ports and SEZ; target of Rs 2050: Motilal Oswal
Motilal Oswal is bullish on Adani Ports and SEZ has recommended buy rating on the stock with a target price of Rs 2050 in its research report dated Jun 30, 2026.

Buy InterGlobe Aviation; target of Rs 5600: Motilal Oswal
Motilal Oswal is bullish on InterGlobe Aviation recommended buy rating on the stock with a target price of Rs 5600 in its research report dated Jun 08, 2026.

Buy JSW Infrastructure; target of Rs 360: Motilal Oswal
Motilal Oswal is bullish on JSW Infrastructure recommended buy rating on the stock with a target price of Rs 360 in its research report dated Jun 08, 2026.

Buy Aditya Birla Real Estate; target of Rs 1920: Motilal Oswal
Motilal Oswal is bullish on Aditya Birla Real Estate has recommended buy rating on the stock with a target price of Rs 1920 in its research report dated May 07, 2026.