These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 26%

When bears go on a rampage, they don’t discriminate. So, on Monday, no matter what sector, what market cap, everything was in the red. But such days have to be seen in context. What happened was caused by a combination of two things: One was a discounting of what was supposed to happen in the US market as it opened for trade on Monday. That, in turn, had to do with the impact of the Chinese “DeepSeek” coming from nowhere and hitting the whole AI trade that was powering the outperformance of select US stocks. Now, a question: Is this decline an opportunity to buy blue chips cheaper than they were six months ago? The answer is yes. So, don’t bother about DeepSeek. Just look at the best stocks as the market dips, and invest with a long-term perspective. Just remember: DeepSeek is not going to make the government change its spending programme on infrastructure or impact the fiscal deficit. Ultimately, that is what matters.