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Motilal Oswal’s Research Highlights Defensive Plays Amid Volatility

Amid market uncertainty, Motilal Oswal’s latest market report (MOSt Market Roundup, March 13, 2025) highlights that defense and oil stocks are emerging as strong performers. The Nifty Defense Index gained over 1%, driven by stocks like BEL, Data Patterns, Mazagon Dock, and Bharat Dynamics, which surged between 1-4%.

Defense Sector: A Safe Haven Amid Market Volatility

The government’s aggressive push for indigenous defense manufacturing, coupled with increasing export orders, is fueling demand in the sector. Motilal Oswal’s research analysts highlight that India's defense sector is experiencing a significant transformation, supported by large-scale orders from both the Indian government and international buyers.

Additionally, policy initiatives such as the Atmanirbhar Bharat (Self-Reliant India) initiative have further strengthened the sector's growth prospects. The ongoing modernization of defense infrastructure and increased budgetary allocation are expected to benefit companies like Bharat Electronics Ltd. (BEL), Hindustan Aeronautics Ltd. (HAL), and Bharat Dynamics.

Oil & Gas Sector: Growth in Energy Exploration

In the oil and gas sector, stocks gained after the government approved new policies aimed at boosting domestic exploration and production. Motilal Oswal’s analysts note that India’s push toward reducing import dependency and increasing exploration activities is expected to provide strong tailwinds to companies like Oil India, IOC, and ONGC.

Moreover, the report points out that global crude oil prices have stabilized, benefiting refiners and upstream players. With increasing foreign investments in India's energy sector, this segment remains an attractive bet for long-term investors.

(Source: MOSt Market Roundup, March 13, 2025, Motilal Oswal)

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