First Light | Monetary Policy Review, Container Corp of India, Mahindra & Mahindra, Hero MotoCorp, Alkem Labs, Gujarat Gas
Monetary Policy Review: Rates on hold, focus on liquidity. CCRI: Earnings in line; LLF remains a key monitorable. MM: Healthy Q3, valuations expensive maintain SELL. HMCL: Optimism priced in maintain SELL. ALKEM: Q3 in line; strong free cash to support rerating