Top Picks

Bernstein sticks to winners in new year: Infosys, Zomato, Bharti Airtel lead 2025 picks

In 2025, Bernstein expects a continued earnings upgrade cycle in IT, led by higher exposure to the US, growth in BFSI

Zomato, Axis Bank, Bharti Airtel feature on Jefferies hotlist for next 5 years

With the US dollar clocking a CAGR of around 10-12 percent, the Indian equity market is likely to reach $10 trillion in market valuation by 2030, Jefferies noted

Top largecaps ripe for picking, says Kotak Institutional’s Sanjeev Prasad

The analyst believes, right now, the Indian stock market is in the bear, bull and bubble phase – all at the same time. Several largecaps are in bear market, a section of mid and smallcap in bull market while another section is full of froth.

Residential real estate revival: These stocks may deliver stellar returns

Nifty Realty has gone up 25 percent in the last one month as investor sentiment improved with an increase in property registrations and a pick-up in sales activity. Since housing has linkages with over 20 other sectors and sub-sectors in the economy, we pick out for you some potential winners that could benefit from the revival in residential real estate.

Sectors to watch closely after RBI rate Cuts: GEPL Capital

GEPL Capital believes that, capital intensive business is affecting much faster and will perform with a higher momentum in upcoming period. Repo rate cut will likely to infuse more liquidity in to the markets, which will take our economy into the high growth phase and will also proved to be critical to control disinflationary pressures.

Prefer SBI from public sector banking space: Sharekhan

State Bank of India (SBI) is replacing Axis Bank in which we are booking profits to increase our exposure to the public sector banks. The softening of the bond yield would boost the Q3FY2015 earnings of the public sector banks including SBI, which is our preferred pick in the public sector banking space, says Sharekhan.

Checkout: Rakesh Gandhi's picks for the day

Rakesh Gandhi, Independent Technical Analyst talks on his top picks for the day.

India strategy, top 22 stock ideas: Prabhudas Lilladher

P Lilladher has come out with its report on "India strategy & top ideas". The research firm expects the market to trade in a band between 5600-6200. A large current account deficit would act as a drag on the currency limiting RBI‘s ability to reduce interest rates aggressively & this may act as a headwind for the equity markets, the report said.