Motilal Oswal names Dr. Agarwal’s Healthcare and Adani Ports & SEZ as key buys for Week 1.
Dr. Agarwal’s merger plan and network expansion drive growth expectation at ~22%.
Adani Ports, India's logistics leader, is seen primed for distribution and volume
gains—~29% upside.
Both names offer strategic plays in healthcare infrastructure and logistics sectors.
Stock-specific catalysts outweigh broader macro uncertainty this week.
Healthcare and infrastructure may outperform amid domestic economic re
silience.
Entry into these themes aligns with long-term structural portfolios.
The picks reflect confidence in consolidation and sector leadership.
Tactical exposure may be rewarded if execution unfolds smoothly.
These stocks may lead allocation flows in Week 1 of September.