The Indian market has delivered modest returns so far in 2025, with the Nifty 50 up just 4.6% year-to-date amid foreign fund outflows and lingering tariff uncertainties. Experts see policy reforms, a recovery in corporate earnings, and healthy growth–inflation dynamics as catalysts for a sustained upcycle.
Why Now Might Be an Ideal Entry Point
- Policy reforms like Production-Linked Incentives are boosting manufacturing and renewable energy.
- Earnings upgrades driven by a gradual recovery in consumer demand and infrastructure spending.
- Valuations have corrected after mid-2025 highs, creating potential bargain levels in high-quality names.
Bolinjkar’s Top 10 Long-Term Stock Picks
Source: Vinit Bolinjkar, Head of Research at Ventura Securities
What Investors Should Watch
- Corporate earnings trends in Q2 and Q3 FY26 for confirmation of recovery.
- Impact of global interest‐rate cues and foreign fund flows on market sentiment.
- Policy developments in key sectors like infrastructure, energy, and fintech.
SEO Optimization Tips for This Blog
To boost search visibility:
- Use keywords like “Vinit Bolinjkar top long-term picks”, “Adani Enterprises buy 2025”, “Paytm investment thesis”, “Ventura Securities stock recommendations”.
- Add FAQ schema with questions:
- “Which stocks did Vinit Bolinjkar recommend for long term?”
- “Why invest in Adani Group stocks in 2025?”
- “Is Paytm a good buy for long‐term investors?”
- Include structured data for financial advisories and stock recommendations.
Final Takeaway
With muted market returns so far in 2025, Vinit Bolinjkar’s list of ten high-quality stocks—including Adani Enterprises, Adani Power, Adani Ports, SBI, and Paytm—offers a diversified blueprint for long-term wealth creation. Investors should track earnings momentum, policy catalysts, and global flows to time their allocations effectively.