The domestic brokerage house, Motilal Oswal has made some significant changes in its model portfolio. The brokerage expects a gradual earnings recovery by FY26, prompting a slight increase in exposure to India-focused themes while trimming weight in select stocks with higher global exposure.

According to the brokerage, “Our model portfolio broadly reflects our preference for growth visibility and domestically focused plays in a still-strained global environment. We anticipate a gradual recovery in earnings by FY26, and we marginally raise our weights in domestic names.”

Let’s take a look at what is the brokerage latest update across various sector stocks –

Autos upgraded to Overweight

Motilal Oswal has upgraded Automobiles to an Overweight (OW) stance from Neutral. The brokerage ho

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