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Investment opportunity driven by: ETMarkets NRI Talk | Allocate 25-35% of your global portfolio to India for long term wealth creation: Pradeep Gupta; Stocks to buy in 2026 for long term: M&M, Bajaj Finance among 5 stocks that could give 10-30% return. Key sectors: .
Strong Opportunity
ETMarkets NRI Talk | Allocate 25-35% of your
Confidence Score
74%
ConfidenceTime Horizon
3 – 5 Years
Risk Level
Medium
Trend
Positive
Triggering Event
ETMarkets NRI Talk | Allocate 25-35% of your global portfolio to India for long term wealth creation: Pradeep Gupta
FPIs pulled out a record ~$18 billion (₹1.7 lakh crore) that year. 2026 has been worse, rupee returns are down 10% from the year's high, and FPIs have now taken out close to $28 billion (₹2.6 lakh crore).
Ripple Analysis
Investment opportunity driven by: ETMarkets NRI Talk | Allocate 25-35% of your global portfolio to India for long term wealth creation: Pradeep Gupta; Stocks to buy in 2026 for long term: M&M, Bajaj Finance among 5 stocks that could give 10-30% return. Key sectors: .
| Company | Impact Score | Impact | Trend |
|---|---|---|---|
BA Bajaj Finance | 82 | High | ↑ |
03
2026-08
ETMarkets NRI Talk | Allocate 25-35% of your global portfolio to India for long term wealth creation: Pradeep Gupta
GeneralFPIs pulled out a record ~$18 billion (₹1.7 lakh crore) that year. 2026 has been worse, rupee returns are down 10% from the year's high, and FPIs have now taken out close to $28 billion (₹2.6 lakh crore).
03
2026-08
Stocks to buy in 2026 for long term: M&M, Bajaj Finance among 5 stocks that could give 10-30% return
GeneralWe have collated a list of recommendations from top brokerage firms from ETNow and other sources
03
2026-08
Sensex Today | Stock Market LIVE Updates: GIFT Nifty signals a positive start; Asian shares trade mixed
General03
2026-08
High dividend yield stocks: Vedanta, Coal India among 15 largecap stocks with high dividend yields. Do you own any?
GeneralDespite volatile markets, dividend-paying large-cap stocks continue rewarding investors. Axis Direct highlights 15 top dividend yield picks, led by Vedanta, Coal India, and IOC, offering steady payouts alongside long-term income potential.
03
2026-08
KKR-backed LEAP India's IPO opens on August 7; price band set at Rs 151-159
GeneralKKR-backed LEAP India will open its Rs 2,480 crore IPO for subscription on August 7, with a price band of Rs 151-159 per share. The issue comprises a Rs 480 crore fresh issue and a Rs 2,000 crore OFS. The company plans to use proceeds to repay debt and for general corporate purposes. Shares are slat
Policy & Announcement
0 – 6 Months
Policy approvals & early investments
Capex Ramp-up
6 – 18 Months
Project execution & procurement surge
Execution
18 – 36 Months
Capacity expansion & adoption scale
Maturity
3 – 5 Years
Revenue realisation & strong cash flows
Monetary Policy Committee Meeting
RBI · Aug 09, 2026
Q1 FY27 Earnings Season Begins
Results · Aug 16, 2026
Revenue Potential
₹24.4 – 40.8 Lakh Cr
EPS Growth Potential
15% – 20% CAGR
Market Size Growth
16%+ CAGR
Investment Cycle
Multi-year
Investment Verdict
Positive
Opportunity score 82/100 · 74% confidence · Medium risk · Positive trend
Key Takeaway
ETMarkets NRI Talk | Allocate 25-35% of your scores 82/100 across the affected sectors, with 1 companies identified as beneficiaries.
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