From PSUs to BFSI: 91 stock picks for market rebound driven by domestic themes

Indian equity markets have rebounded after defending the March lows of 21,900, supported by easing global concerns like the pause in US tariffs. ICICI Securities expects the Nifty to gradually rise to 25,500 over the next two quarters and remains bullish on domestic-focused sectors such as financials, PSUs, metals, telecom, pharma, and consumption. It also sees value in IT, capital goods, and Infrastructure due to attractive valuations, and has listed top stock picks across these themes. Bullish outlook