For investors looking invest beyond one 1 year: 5 largecaps from different sectors with an upside potential of up to 38%

As the bulls make a return to the street, it is time to be bullish, selective and cautious. Bullish, because macro reforms undertaken by policy makers have a higher probability of pushing growth. Selective, because one should always be selective on the street. And cautious, because valuations are still high. If you are looking to increase exposure in the stock market , then it would be better to stay with companies where the overall market size of the business is big and the management has a proven track record.