Brokerages Unveil Top Stock Picks Amid Market Volatility, Inflation Concerns

• Brokerage reports highlight 20 stocks across sectors like Paint, Cement, Metal, Cable, Infra, Power, Auto, FMCG amidst global tensions and inflation.
• Paint companies Berger Paints and Kansai Nerolac hiked prices 2-3% from March 25, but margins remain pressured; Macquarie rates Asian Paints Outperform.
• Cement sector faces weak demand and rising costs; JPMorgan is cautious, Overweight on Ultratech Cement; Goldman Sachs recommends Buy on Ultratech Cement, Sell on ACC.
• Cable and Infra sectors show strong potential: Jefferies rates Finolex Cables and JSW Infrastructure as Buy due to growth prospects and capacity expansion.
• Hindalco (Motilal Oswal Buy) benefits from strong aluminum demand; JSW Energy, NTPC are top power picks; Marico (Nuvama Buy) sees margin improvement from falling copra prices.