Synopsis:

JP Morgan has identified 41 stocks across key sectors as overweight, reflecting optimism on India’s consumption recovery, robust capital expenditure cycle, and structural growth themes in defense and finance.

India’s equity markets have drawn renewed attention from global investors, with JP Morgan highlighting 41 stocks across various sectors as overweight. The brokerage sees improving demand trends in the second half of FY26, driven by consumption recovery, infrastructure spending, and structural growth opportunities, positioning these stocks as key picks for investors to watch.

JP Morgan’s Overweight Stocks

The consumer discretionary sector comprises companies whose products and services are considered non-essential but desirable, often reflecting lifestyle, travel, and lux

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