Experts say that the current market is better suited for picking individual stocks rather than taking broad sector calls. Several analysts have shared the companies they believe could offer good opportunities over the next few months to nearly two years. Their choices cover large caps, mid caps and small caps, and include firms in autos, metals, IT, capital markets and real estate.
Sharad Avasthi, Head of Research (PCG) at SMIFS, said Tata Motors remains one of his top picks in the large-cap space. He said the stock’s valuation looks comfortable at present. He added that the company’s passenger vehicle business continues to show strength, and new launches such as the Sienna could support demand. He also said the Jaguar Land Rover issue may see better clarity going ahead, which adds to the positive outlook.
In the mid-cap and small-cap segment, Avasthi pointed to PG Electroplast as a strong candidate. He said the company could deliver strong growth over the next one-and-a-half to two years. He noted that the stock has already seen some gains, but the growth outlook still looks promising.
Avasthi said his team is also tracking stocks such as Triveni Turbine and Flair Writing Products. He said these ideas look attractive in the mid-cap and small-cap basket. On Flair, he said the company has been improving its product mix, adding premium products and increasing utilisation at its facilities in APEX, Surat and Valsad. He expects the stock to move towards a target of around Rs 480.
On Triveni Turbine, he said the company has received strong traction for new launches. Some of its products are among the first globally in their category. He believes this could be an interesting story to watch over the next year to 18 months.
Within the IT space, Avasthi said Cyient is another stock they are tracking closely. He said improvements may become visible over the next six to nine months as the company completes internal restructuring and focuses on key subject areas.
Shailendra Bhatnagar, Chief Analyst and Editor – Markets at BT TV, said the metals sector is seeing fresh interest. He said GMDC is one stock showing a sharp reversal after falling from Rs 630 to Rs 475 just two days ago. He added that National Aluminium also looks strong on the charts and could be considered by those looking to take long positions in metals.
In the capital markets space, he said MCX continues to show strength. He also pointed to CAMS and CDSL, which handle important back-end operations for mutual funds and demat accounts. He said these companies are performing well on the charts and are also attracting long-term interest from funds.
Bhatnagar added that the real estate stock Anant Raj is doing well and is worth tracking. He also mentioned Hindustan Copper as another important name in the metals space that investors should keep in mind.
(Disclaimer: The views, opinions, recommendations, and suggestions expressed by experts/brokerages in this article are their own and do not reflect the views of the India Today Group. It is advisable to consult a qualified broker or financial advisor before making any actual investment or trading choices.)
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On this India Today special report, Maria Shakil examines the significant crash in precious metal prices as gold and silver hit their lower circuits just ahead of the Union Budget. Maria Shakil noted that there has been a 'sudden increase post 2024 in the last two years and the increase has been rather sharp from 2025 January onward' before the current downturn. The programme explores the factors behind this parabolic rise and subsequent crash, including profit booking, the 'fear of missing out' (FOMO) among investors, and global geopolitical uncertainty. Analyst Rajiv Mantri contributes to the discussion, suggesting that the price volatility reflects a larger narrative regarding the status of the US dollar in the international economy and the search for safe-haven alternatives. The report provides a detailed graphic assessment of how prices have moved over the last year, highlighting the impact of global turbulence on Indian commodity markets.
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