Money Plan Investment Talks
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@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Strategy ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Jefferies India Strategy |
India Budget โ€” A pragmatic approach, no fireworks.
๐Ÿ‘‰๐Ÿฟ Fiscal policy turns less contractionary as expected | BofA on Union Budget2026.
๐Ÿ‘‰๐Ÿฟ Citi India Strategy Union Budget2026 | Focusing on strategic foundations & macro stability.
๐Ÿ‘‰๐Ÿฟ Bernstein India Strategy |
An academic budget that lacked punch.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | PayTM Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Citi maintains 'Buy' ratings on Paytm with a target price of โ‚น 1,375.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Dixon Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Morgan Stanley maintains 'Underweight' ratings on Dixon with target price of โ‚น 8,157.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Delhivery Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ JP Morgan maintains 'Overweight' ratings on Delhivery with a target price of โ‚น 600.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Buybacks ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ CLSA on Buyback |
This could incentivize IT service companies to undertake share buybacks.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Banks ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ CLSA Views on Banks
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Life Insurers ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Morgan Stanley on life insurers |
Budget relief boosts near-term outlook
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Bajaj Auto Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Bernstein
stays bullish on Bajaj Auto, raises target price to โ‚น 11,500.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | ACC Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Citi
downgrades ACC to Neutral, cuts target price to โ‚น 1,755 post merger alignment.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Auto Sector ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Citi
reiterates Maruti, M&M & Hyundai as top auto picks after January sales trends.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Jindal Steel Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Citi
stays bearish on Jindal Steel, cuts target price to โ‚น 785
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Capital Goods ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Citi on Capital Goods |
Capex growth re-accelerates across key ministries. Rail, Road, Defence capex growth improves vs FY26 trend. Medium-term positives: High-speed rail & DFC announcements, data centre ecosystem push & manufacturing scale-up in electronics, industrials
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Real Estate ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ CLSA on Real Estate |
Data Centre & GCC push offsets MAT concerns, #Tax holiday till 2047 for foreign data centre companies supportive. Top picks are DLF, EmbassyREIT
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Defence Estate ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ GoldmanSachs on Defence |
Overall defence budget up 7% YoY at โ‚น 7.85 Lakh Cr, ahead of estimates of โ‚น 7.75 Lakh Cr. Other equipment like missiles, ammo, radar, electronics up 62% YoY to โ‚น 82,200 Cr, key highlight. Stock implications on Direct beneficiaries: Solar Industries, BEL, Bharat Dynamics.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Market Experts Views & Voices | Neelkanth Mishra of Axis Capitals
Talks
๐Ÿ“ข Budget was predictable, no wasteful spending, & quality of expenditure continues to be important; the challenge I see is more on the deficit financing front', says Neelkanth Mishra of Axis Capital. Govtโ€™s 10-year Bond Yield should be 6%, RBI & GoI will have to address this, he further adds.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Market Experts Views & Voices | S Naren of ICICI Pru AMC
Talks
๐Ÿ“ข 'While the market is fixated on STT Hike, everything else in the Budget was fantastic; on a long-term basis, India represents one of the best structural stories', says S Naren of ICICI Pru AMC. Would say Silver & Gold have broadly topped out, though the exact peak is hard to determine, he further adds
t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
"Financial Morning Thought to Start the Fresh New Trading Day"
S๐—บ๐—ฎ๐—ฟ๐˜ ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ถ๐—ป๐—ด ๐—ฆ๐˜๐—ฎ๐—ฟ๐˜๐˜€ ๐—ก๐—ผ๐˜„ โ€“ ๐—ข๐—ฝ๐—ฒ๐—ป ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ง๐—ฟ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ด ๐—”/๐—ฐ ๐—ง๐—ผ๐—ฑ๐—ฎ๐˜†!
Dear All | Stock markets are moving up & showing signs of recoveryโ€”this is the perfect time to start your trading account & invest at lower valuations for long-term gains.

Donโ€™t miss this opportunity to position yourself ahead of the uptrend. Letโ€™s get started today!

Contact us now to open your account & make the most of the market recovery.

Best Regards,
๐—ฅ๐—ฎ๐—ท๐—ฒ๐˜€๐—ต ๐—ก๐—ฎ๐—ถ๐—ฟ @ ๐— ๐—ผ๐—ป๐—ฒ๐—ฃ๐—น๐—ฎ๐—ป ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ผ๐—ฟ๐˜†
๐— ๐—ผ๐—ฏ. ๐Ÿณ๐Ÿฑ๐Ÿฌ๐Ÿฒ๐Ÿฎ๐Ÿฒ๐Ÿฑ๐Ÿฏ๐Ÿฒ๐Ÿฑ | ๐—˜๐— ๐—ฎ๐—ถ๐—น ๐—ฟ๐—ฎ๐—ท๐—ฒ๐˜€๐—ต๐—ป๐—ฎ๐—ถ๐—ฟ๐Ÿณ๐Ÿฎ@๐—ด๐—บ๐—ฎ๐—ถ๐—น.๐—ฐ๐—ผ๐—บ