These large- and mid-cap stocks can give more than 24% return in 1 year, according to analysts

Given how the market is reacting to numbers, the chances are that it is going to be in stock-specific mode. What is stock-specific mode? A situation where, rather than a broad-based rally, the street rewards stocks which deliver on earnings or where the fundamental operating matrix is improving. And punishes those where earnings are below estimates. This kind of reaction happens when there is a good amount of money sitting on the sidelines, but that money is cognizant of valuations. So, while being bullish, be selective, with the focus on just one thing: Earnings.