These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 25%

Here’s an old market saying: Even when the bulls are in control, you can never write off the bears. They will make an appearance at regular intervals, sometimes staying longer than expected. At this point of time, both the bulls and bears are placed pretty much at the same levels, though the bias is toward the bulls. In such a scenario, it is better to focus on one thing: Earnings, and the overall possible growth in a sector. At the end of the day, the stock market is about earnings. And that has a very different trajectory from what the bulls and bears push the market toward at different points of time.