Search+Investment IdeasSynopsisThe markets are up one day and down the next, and the bears are all around. How to deal with such volatility? Well, you could watch from the sidelines and wait for things to improve. The problem, however, is that, by the time you figure out things have improved, stock prices would have moved up. So, use the opportunity to look at the underlying business and management of companies you are interested in. If the numbers are good and management has a track record of delivering, ignore everything else. But with some caveats. Assume that the situation in the Gulf region remains unchanged for the next couple of weeks (or months). The chances are that even the stock prices of companies with sound fundamentals and strong parentage are likely to slip. In fact, the probability is high that the best companies will come under greater pressure as compared to others. Why so?Because, if FPI selling returns in a major way, they can only sell what they own. And what they own – ETMarkets.com 13 mins readJul 26, 2026, 07:08:00 AM ISTGift this Story to your friendsFONT SIZEAbcSmallAbcMediumAbcLargeSAVEPRINTCOMMENTContinue reading with one of these options:Limited AccessFreeLogin to get access to some exclusive stories & personalised newslettersLogin NowUnlimited AccessStarting @ Rs120/monthGet access to exclusive stories, expert opinions & in-depth stock reportsSubscribe NowETUh-oh! This is an exclusive story available for selected readers only.Worry not. You’re just a step away.What’s Included withETPrime Membership
Forget the next 3 weeks; think about the next 3 years. 5 large-cap stocks with upside potential of up to 31%
The markets are up one day and down the next, and the bears are all around. How to deal with such volatility? Well, you could watch from the sidelines and wait for things to improve. The problem, however, is that, by the time you figure out things have improved, stock prices would have moved up. So, use the opportunity to look at the underlying business and management of companies you are interested in. If the numbers are good and management has a track record of delivering, ignore everything else. But with some caveats.
Article recommends 5 large-cap stocks with upside potential up to 31%, selecting on solid fundamentals and management execution, dismissing short-term noise. Geopolitical uncertainty and FPI selling will pressure even blue-chip stocks near-term, but long-dated investors (3-year horizon) exploit mispricing on sound balance sheets.
