Despite headline index weakness, underlying market structure shows improvement with successive higher bottoms forming. Rohit Srivastava notes heavy sectoral rotation, with banking, metals, and autos showing strength. He favors second-line private lenders over large banks for better momentum.
HDFC Bank, Bharti Airtel among 10 largecap stocks with up to 35% upside potential. Check list
Brokerages remain optimistic on select largecap stocks despite rising geopolitical risks and inflation concerns. Stocks across banking, telecom, auto and infrastructure sectors offer upside potential
May 2, 2026