Angel One, HDFC Life, Nuvama Among Motilal Oswal's Top Stock Bets In Non-Lending Financials; Q1 Result Preview

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Motilal Oswal Report

Non-lending financial companies have seen a healthy recovery after the impact of regulatory changes. With penetration at significantly lower levels, we expect capital market players to sustain their strong performance.

For life insurance companies, we expect H1 FY26 to be tepid in terms of premium growth given the high base of H1 FY25, though it is expected to reverse in H2 FY26.

In the capital market space, our top picks are UTI AMC, Nuvama and Angel One. Among insurance stocks, our preferred picks are HDFC Life and Niva Bupa.

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