"After the Surge: Where Smart Money Is Headed Next"
🔑 High-Conviction Picks - HDFC Bank – Its NBFC arm is launching a ₹12,500 crore IPO next week, making it a key banking play to track. - Bajaj Finance, Kotak Bank, Axis Bank – Financials are leading the charge, with strong technical indicators and FII interest. - Maruti Suzuki, M&M, Bajaj Auto – Auto stocks are showing bullish breakouts, supported by improving rural demand and consumption trends. - REC & PFC – Likely beneficiaries of the RBI’s relaxed provisioning norms for infrastructure financing. - Nestle India – In focus ahead of its first-ever bonus share announcement on June 26. - Ashoka Buildcon & ITD Cementation – Infra players with fresh overseas project wins worth over ₹1,500 crore combined. - Yes Bank, Suzlon Energy, Aditya Birla Fashion – Budget-friendly bets under ₹100 with short-term upside potential.
