Buy, Sell or Hold: Goldman Sachs maintains neutral on Physicswallah; Morgan Stanley remains overweight on TVS Motor

Brokerages maintain selective bullishness on consumption and mobility stocks, citing strong operating momentum and market share gains. Morgan Stanley reiterates an 'Overweight' rating on TVS Motor Company, anticipating robust volume growth and margin expansion. However, a cautious view is maintained on BlackBuck due to geopolitical risks impacting freight movement.