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Sandip Sabharwal believes large-cap stocks will rise first before mid and small-caps catch up. He suggests allocating to NBFCs, banks, and infrastructure-oriented companies, while auto stocks may do well next year. He also sees potential in FMCG and metal sectors. He recommends Mahindra & Mahindra for autos and highlights the value in Bajaj Auto and tyre companies.

Laurus Labs has approved an investment of Rs 83.3 crore in the joint venture KRKA Pharma Pvt Ltd to establish a manufacturing facility targeting new markets, including India. KRKA d.d. will also invest Rs 86.7 crore, maintaining the 51:49 shareholding ratio with Laurus Labs.

Speaking in an ET Now interaction, Pandey emphasized that uncertainty regarding global growth and inflation remains, primarily due to ongoing trade disputes between the world’s two largest economies

Sudip Bandyopadhyay advises investors to consider SBI, IndusInd Bank, Bharat Electronics, Mankind Pharma, and Piramal Pharma for long-term portfolios. He sees opportunities in these companies due to recent market corrections and positive economic signs. Bandyopadhyay further highlights the potential in banks and pharma, suggesting both conservative and aggressive investment approaches.

Brigade Altius, with a revenue potential of Rs 1,700 crore, is positioned as a flagship residential project. Ideally located in Sholinganallur, it offers excellent connectivity to key business districts.

Anand Rathi recommends accumulating Gujarat Mineral Development Corporation (GMDC) stock, with a target price of Rs 315 in the next 6 months. The stock is trading at Rs 256.05. GMDC s positive financial performance shows a significant increase in total income and net profit. Investors should consider buying in the Rs 240-250 range with a stop-loss at Rs 210.

While reciprocal tariffs remain a looming threat, their actual execution and impact are yet to be fully realized. In addition to global influences, domestic factors such as weak earnings, and high valuations have also contributed to the decline in Indian equities.

The ongoing trade war threatens to cast a shadow over India s GDP growth, potentially undermining private investment and dampening consumer demand. Yet, amid this uncertainty, glimmers of opportunity emerge for certain sectors, ensuring India will not be severely affected by the trade war.

Since September 2024, gold loans from banks have risen by 50%, significantly outpacing the growth of overall loans. This increase is partly due to stricter regulations on unsecured lending. In India, the world s second-largest gold consumer, gold is traditionally bought for festivals and weddings, and with prices at record highs, gold loans have become an increasingly popular option.