Brokerages bullish on India: Top stock picks and sector outlooks.

• Global brokerages present varied outlooks on Indian sectors, with many positive on India's overall growth prospects.
• CLSA forecasts strong sales and profit growth for India by FY27, driven by normalizing inflation and robust corporate performance.
• CLSA expects Jio and Airtel to dominate the 5G market, reaching 85% mobile market share by FY28.
• JP Morgan predicts soft domestic steel prices due to oversupply, while Jefferies notes intensifying market share battles in pharma.
• IndiGo faces a 10% capacity cut for Winter 2025-26 due to regulatory orders, impacting FY26 earnings.

Why It Matters: Global brokerage reports reveal key investment opportunities in India.