Search+Investment IdeasSelect consumption and mobility stocks continue drawing brokerage optimism despite macroeconomic uncertainties. SynopsisBrokerages 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.Brokerage houses remained selectively bullish on a few consumption- and mobility-linked names, highlighting strong operating momentum, market share gains, and improving business metrics despite near-term macro uncertainties.While Morgan Stanley reiterated its positive stance on TVS Motor Company, citing robust volume growth and margin potential, it maintained a constructive but cautious view on BlackBuck amid concerns over geopolitical BYETMarkets.com 4 mins readMay 20, 2026, 09:02:00 AM ISTGift this Story to your friendsFONT SIZEAbcSmallAbcMediumAbcLargeSAVEPRINTCOMMENTContinue reading with one of these options:Limited AccessFreeLogin to get access to some exclusive stories & personalised newslettersLogin NowUnlimited AccessStarting @ Rs120/monthGet access to exclusive stories, expert opinions & in-depth stock reportsSubscribe NowETUh-oh! This is an exclusive story available for selected readers only.Worry not. You’re just a step away.What’s Included withETPrime Membership