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Motilal Oswal Report
The divergent stock performance vis-a-vis the NSE Auto Index highlights the need for an active stock selection strategy, especially considering the numerous sub-segments within auto with highly varied driving forces.
We have an overweight stance on auto as we believe we are just at the start of the recovery cycle following the last two years of unprecedented weakness.
With a good performance post the restart, we prefer companies with higher visibility on volume growth, external as well as internal drivers for earnings, and reasonable valuations.
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