New Delhi, Sept. 12 -- Motilal Oswal Wealth Management (MOSL) has released its latest Focus Investment Ideas, identifying five largecap stocks that investors may consider adding to their portfolios. MOSL believes the overall market setup remains favourable despite global uncertainties, as the impact of US tariffs on Indian equities is expected to be limited.

The brokerage notes that Nifty valuations, currently at 22x FY26 P/E compared to the 10-year average of 20.7x, leave room for further expansion. Backed by its 10 percent PAT growth forecast for FY26, MOSL remains positive on domestic themes that are set to benefit from the rollout of GST 2.0. It highlights sectors such as Auto, Consumer Durables, Consumer Staples, Cement, Hotels, Ins...