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

Not just this quarter, but for the next couple of quarters only one thing will matter to the street: Earnings. The reason: Valuations, and a phase of readjustment of expectation that is currently underway. It is a healthy trend, and something the street goes through after a phase of euphoria. There are also chances that the markets will be more sector and stock selective as the earnings season unfolds. One more thing, though: Keep an eye on the news flow on China and the tariff wars. These can impact the real business in many sectors. And, finally, as you focus on earnings and the real business, ignore the narrative.