The focus of Modi 3.0 will likely continue on developing the country’s public infrastructure such as roads, water, metro, railways, defence, digital infrastructure, and green technologies. Axis Securities says that the market may continue to find direction based on a “Feel good” factor on policy continuity, pre-budget expectations, progress of monsoon, development on the CAPEX agenda, fiscal consolidation path and expectation of rural recovery in the second half.Here are top picks by Axis Securities across the small, mid and large cap categories:
BHEL shares fall 4% despite Q2 profit jumping 119% YoY. Should you buy, sell or hold?
BHEL shares fell 4.3% after rallying on strong Q2FY27 results, even as Nuvama and JM Financial retained their Buy ratings and raised target prices. Brokerages
October 15, 2026