Jefferies is bearish on Mahanagar Gas due to reduced APM gas allocation, while Nuvama cuts ICICI Lombard’s target despite premium growth. Nomura is bullish on Aditya Birla Real Estate, citing strong pre-sales. Investec upgrades Eicher Motors on Royal Enfield’s rebound, while Morgan Stanley maintains an ‘equal weight’ rating on IndusInd Bank, awaiting audit clarity. Post navigation Sensex back above 77k, up 4,000 pts from tariffs low Where did EV funds go? Rs 43cr flat, Rs 26L golf sets…