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market: Expecting no negative surprises from elections; focus to be on defense, capex in Budget: Prateek Agrawal

​We have embarked on a very strong Make in India initiative. So, for example, something like electronics, cell phones, etc, are getting manufactured in the country. ....

Prateek Agrawal , Offering College , Motilal Oswal , Leadership Excellence , Motilal Oswal Amc , Earnings Growth ,

Motilal Oswal effects leadership changes for AMC biz, elevates Prateek Agrawal as MD and CEO

Motilal Oswal AMC has a turnaround in performance with 90% of the total schemes outperforming their respective benchmarks. This has led to an improvement in assets under management (AUM) to Rs 71,810 crore in March 2024 from Rs 45,712 crore in March 2023. ....

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manufacturing theme: Not PLI theme, bullish on IT and tech in vehicles, capital market stocks: Santosh Kumar Singh

Santosh Kumar Singh, Fund Manager at Motilal Oswal AMC, expresses concerns about those areas of the market which have shown sharp corrections and high valuations. He is bullish on auto components, technology in vehicles, and capital markets. He sees potential growth in certain sectors while cautioning about mid and small caps. ....

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