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Based on the above themes, we recommend the following stocks: HDFC Bank, ICICI Bank, Dalmia Bharat, State Bank of India, HCL Tech, Lupin, Trent Ltd, Hero Motocorp, Max Healthcare, Indian Hotels, Healthcare Global, Varun Beverages, Bharti Airtel, Prestige Estates, Cholamandalam Invest and Finance
The mainboard IPO market will remain inactive for the third straight week. Activity in the SME segment is also slowing, with only one IPO set to open next week. Three IPOs are set for listing this week, while three others made their debut last week.
Asian markets advanced as investors reacted positively to stronger-than-expected Chinese PMI data while awaiting further clarity on U.S. President Donald Trump's tariff plans. The Nikkei, Hang Seng, and Shanghai indices gained 1.11%, 1.44%, and 0.48%, respectively.