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The Indian market may consolidate on Wednesday amid mixed global cues. Nifty futures rose 1.95% to 23,364, while India VIX dropped nearly 20%. Options data signals a broader range between 22,900–23,800. Analysts suggest holding above 23,200 for further upside. Experts recommend stocks like CreditAccess Grameen, IRFC, Infosys, and Hero MotoCorp for short-term trading.

Axis Securities recommends a buy for JSW Energy, setting a target price of Rs 530. The company, currently trading at Rs 515.85, reported a consolidated total income of Rs 2640.04 crore for the quarter ending December 31, 2024. While this represents a decrease from previous periods, the company posted a net profit after tax of Rs 152.28 crore.

In 2025, major Indian conglomerates like Tata, Adani, and Reliance experienced significant market capitalization losses due to volatile equities and global economic uncertainties. The Tata Group suffered the most, with a substantial decline led by TCS and Tata Motors. Despite these setbacks, analysts remain optimistic about a potential rebound driven by GDP growth and easing monetary policies.

Indian markets opened lower on Wednesday after a sharp two-day rally, with mixed sectoral trends. Nifty PSU Bank gained 1%, while IT and Pharma slipped. IREDA surged 6.5% on strong Q4 earnings. FPIs turned net buyers after nine sessions, investing Rs 6,066 crore. Retail inflation dropped to a 5-year low, boosting hopes of RBI rate cuts.

Rajiv Jain-led GQG Partners has significantly increased its stake in five Adani Group companies, signaling strong confidence despite a past US bribery scandal. This aggressive accumulation occurred during the March quarter, even as Adani stocks faced challenges from Trump s tariffs. The comeback coincides with easing concerns over the bribery allegations and rising domestic investor interest.

Analysts predict substantial gains for several Nifty 500 stocks over the next year. Raymond, Sterling and Wilson Renewable Energy, and Bombay Burmah are among the top picks, with potential upsides ranging from 75% to 155%. Siemens and Sonata Software also show promising growth, according to analyst estimates and ratings.

So, next 80 days we should focus only on the micros and look at companies on a bottom-up basis and then see if there are any good investment ideas or maybe do some rebalancing or reshuffling based on what comes out from the management and what the actual numbers are out for the Q4 FY25.

ICICI Securities maintains a buy call on Archean Chemical Industries, setting a target price of Rs 675. The brokerage anticipates substantial revenue growth, projecting a 39% CAGR to Rs 20 billion by FY27, driven by increased bromine derivative and salt volumes. Undemanding valuations and strong financial forecasts support the positive outlook, despite potential risks like bromine demand weakness.

In Wednesday s trading session, five stocks witnessed fresh long positions.