Ventura Research head Vinit Bolinjkar has outlined a bullish long-term thesis for Indian equities, identifying ten stocks with potential returns of up to 85% over the next 12 to 24 months.
The recommendations come as the Nifty 50 benchmark index has fallen more than 7% year-to-date, weighed down by geopolitical tensions, oil price volatility, weak corporate earnings, and sustained foreign capital outflows.
Bolinjkar’s selection spans sectors showing resilience or growth potential, led by Axis Bank and logistics firm Delhivery.
The brokerage views these names as poised to benefit from structural shifts in the Indian economy, offering a counter-narrative to the broader market’s recent underperformance.
The strategy emphasizes long-term holding periods to ride out near-term macroeconomic noise.
The outlook contrasts with shorter-term positioning from other domestic strategists.