Vinay Rajani from HDFC Securities advises cautious optimism in the Indian stock market despite global pressures. He points out a promising bullish pattern in the Nifty Realty Index, indicating potential trend reversals. Rajani recommends holding long positions with a stop loss of 22,200, highlighting energy stocks like NTPC and JSW Energy for potential gains.

The major additions in the mutual fund industry included HDFC Bank (Rs 6,000 crore), Hexaware Tech (Rs 4,200 crore), and TCS (Rs 3,900 crore), while the significant reductions were seen in IndusInd Bank (Rs 1,600 crore), Interglobe Aviation (Rs 1,300 crore), and Bajaj Finance (Rs 1,300 crore).

Mayuresh Joshi of William O'Neil India puts forth a list of 11 stocks, inspired by the India Champions Trophy-winning team, that demonstrate diverse qualities such as aggressiveness, stability, and an X-factor. These stocks include prominent names like Avanti Feeds, Bajaj Finance, and Narayana Hrudayalaya, suitable for various market conditions and showcasing strong potential for performance.

Metal stocks have surged up to 17% in a month, outperforming Nifty, driven by a weaker dollar and Chinese stimulus. However, US tariffs on steel and aluminum pose risks. Analysts remain optimistic about India's metal sector, citing strong domestic demand, China’s recovery, and potential safeguard duties. Technical indicators signal a buy-on-dips approach.

Antique on HDFC Life Insurance: Buy| Target Rs 830| LTP Rs 637| Upside 30%

Antique has assigned a ‘Buy’ rating to HDFC Life Insurance with a target price of Rs 830, indicating a 30% upside from the last traded price (LTP) of Rs 637.

According to Sebi norms, focused equity mutual fund schemes must invest in a portfolio of maximum 30 stocks. These schemes have no other restrictions when it comes to investing- like flexi cap schemes they can invest in any market capitalisations and sectors. If that investment strategy appeals to you, you can get to know more about focused equity schemes.

IndusInd Bank shares have plunged 30% in a week, driven by the MD’s shorter-than-usual extension and a Rs 1,577 crore net worth hit due to an accounting gap. Investor sentiment has turned negative, but CLSA remains bullish, maintaining an 'Outperform' rating with a Rs 900 target price, implying a 31% upside from Wednesday’s close.

Motilal Oswal has named Coal India its top sectoral pick, setting a Rs 485 target with a 26% upside. The company is increasing capex to Rs 20,000 crore annually for infrastructure, mine expansion, and diversification into renewables. Strong e-auction volumes and pricing power are expected to drive earnings, with shares trading at Rs 380.25 on BSE.

Valuations had stretched significantly beyond their long-term averages, with much of the optimism driven by expectations of a sustained 20%+ earnings CAGR.

Benchmark BSE Sensex dropped 72 points as IT shares retreated. Swiggy fell 1.2%, RVNL gained 0.8%, and TVS Motor declined 1.5%. Analyst Viral Chheda advises buying Swiggy above Rs 380, caution with RVNL, and a buy-on-dips strategy for TVS Motor. Investors should consider resistance and support levels for these stocks.