The stock market has had its share of ups and downs this year. It rose by 20% this year. But gone are the profits and losses or lost opportunities. The prospects of 2022 in the stock market make it all the more exciting. In order to further assist your investments, in this article we have compiled a list of stock recommendations for 2022 by some of the top analysts in our country. Keep Reading to find out what these big wigs are watching out for this year!
Table of Contents
A Recap of 2021
After the crash in March 2020, the markets showed a bullish trend and reached all-time highs in 2021. The Nifty reached an all-time high of 18604.45 while the Sensex reached 62245.43. The second wave of COVID-19 was less severe in India as compared to many developed countries.
The markets were driven ahead by FIIs as well as retail investors. Many retail investors joined the crew, in hopes of making an additional source of income.
Experts hailed 2021 as the year of retail investors. Many young investors joined the stock market as they were lured by quick profits. As Mark Cuban says, “Everyone is a genius in a bull market”. New investors were proud of their money-making skills until the markets fell again by almost 10% with the news about the growing cases of the Omicron variant in developed countries.
We can never time the market. Experience counts a lot. We never know what course the market might take in response to news and other information. Brokers act as intermediaries and help investors to invest in the stock market, and pick stocks.
Novice investors may end up choosing wrong investments and lose their money due to a lack of knowledge or experience. Stockbrokers give their recommendations periodically to help investors with investment decisions. These recommendations have stocks picked by experts who study the market and suggest comparatively safer investments.
Stock Recommendations for 2022 from top stockbrokers in India
The new year is just around the corner, and we’ve started setting our goals. When it comes to our financial goals, a little help from the experts isn’t all that bad. Stockbrokers have started to release lists of stocks that are good for investments, come 2022. We bring to you the lists provided by top stockbrokers in India, all in one place.
ICICI Securities Limited’s Stock Recommendations For 2022
ICICI Securities Ltd. is a subsidiary of ICICI Bank Ltd. It is a technology-based firm that offers a wide range of financial services like retail broking, institutional broking, private wealth management, investment banking and more. Here’s a list of their top picks for 2022: Reference
| Stocks | Sectors | Initiation Range | Target | Stoploss | Upside Potential |
|---|---|---|---|---|---|
| Mindtree | Technology | 4500-4620 | 5810 | 5810 | 26% |
| Reliance | Oil & Gas | 2300-2360 | 2960 | 1990 | 25% |
| PVR Limited | Media | 1290-1330 | 1680 | 1120 | 26% |
| State Bank of India | Banks | 445-460 | 580 | 384 | 26% |
| Apollo Hospitals | Healthcare | 4700-4820 | 6045 | 4098 | 25% |
Kotak Securities Limited’s Top Picks for 2022
Kotak Securities Limited is a subsidiary of Kotak Mahindra Bank. It is one of India’s largest full-service stockbroking firms that cater to retail and institutional investors. Through a tie-up with partners, it provides access to US markets as well. It has a wide array of services including mutual funds, equities derivatives, insurance and more. Its picks for 2022 are: Reference
| Themes and sectors | Top Picks from the sectors |
|---|---|
| Technology- Most promising | Infosys, TCS, Tech Mahindra, HCL Tech |
| Real-Estate- Most Promising | Oberoi Realty and Suntek Realty |
| Corporate Banks- UnderValued | ICICI Bank, SBIN and Axis Bank |
| Telecom- Futuristic | Reliance and Bharti Airtel |
| Metals- Inflation Sensitive | Tata Steel, Hindalco and JSPL |
| Auto- Inflation Sensitive | Tata Motors, M&M and Bajaj Auto |
| Infra- Inflation Sensitive | L&T and NCC |
| Divestment | BPCL |
| Insurance- Defensives | SBIN LIFE, ICICI PRU, HDFC LIFE |
| Pharmaceuticals- Defensives | Cipla and Sun Pharma |
| FMCG- Defensives | HUL, MCDOWELL, Jubilant FoodWorks |
HDFC Securities Limited’s Stock Recommendations For 2022
HDFC Securities Limited is a subsidiary of HDFC Bank. They serve a diverse customer base of retail as well as institutional investors since 2000. It is a stockbroking service and provides other financial products such as mutual funds, bonds, NCDs and corporate FDs, ETFs, smallcases and investments in bullion, metals, energy and agricultural commodities. Its stock picks for 2022 are: Reference
| Company | Industry |
|---|---|
| Aditya Birla Capital | Finance- Investment/ Others |
| GAIL (India) | Gas Distribution |
| Hindustan Zinc | Metals- Zinc |
| Ipca Labs. | Pharmaceuticals |
| Mahindra & Mahindra | Automobiles- Passenger Cars |
| Max Financial | Finance- Investment/Others |
| Max Healthcare | Hospitals/ Medical Services |
| State Bank of India | Banks- public sector |
| Tech Mahindra | Computers- Software- Large |
| Zee Entertainment | Entertainment- Electronic Media |
Motilal Oswal Financial Services’ Stock Recommendations For 2022
Motilal Oswal Financial Services is a well-diversified financial services company. They provide a host of financial services and products, like Private wealth management, Investment Banking, Private Equity, Retail and institutional broking, Private Equity, Home Finance and Asset Management.
It expects the NIFTY 50 to deliver 12-15% returns in 2022. The market return might be volatile in the short term but in the long run strong earnings are expected. Its stock recommendations for 2022 are: Reference
| Company | Market Capitalization |
|---|---|
| TCS | Large Cap |
| ICICI Bank | Large Cap |
| Bharti Airtel | Large Cap |
| L&T | Large Cap |
| Godrej Consumer Products | Large Cap |
| Divi’s labs | Large Cap |
| Titan | Large Cap |
| Tata Motors | Large Cap |
| Reliance Industries | Large Cap |
| Apollo Hospitals | Large Cap |
| Angel One | Mid Cap |
| Macrotech Developers | Mid Cap |
| Ramco Cement | Mid Cap |
| Zensar Tech | Mid Cap |
| Devyani International | Mid Cap |
Axis Securities Limited’s Stock Recommendations For 2022
Axis Securities Limited provides brokerage, trading and financial services to customers in India. It is a subsidiary of Axis Bank. Considering a notable market correction and significantly increased volatility in the last three months, it believes that its theme might outperform the current market levels. It has maintained its December 2022 Nifty50 target of 20,200. Reference
| Company | Target Price (12- Months, in ₹) | Market Capitalization |
|---|---|---|
| ICICI Bank | 975 | Large Cap |
| HCL Technologies | 1390 | Large Cap |
| Bajaj Auto | 4500 | Large Cap |
| Tech Mahindra | 1700 | Large Cap |
| Maruti Suzuki India | 8500 | Large Cap |
| State Bank of India | 645 | Large Cap |
| Bharti Airtel | 820 | Large Cap |
| Federal Bank | 125 | Mid Cap |
| Dalmia Bharat | 2520 | Mid Cap |
| Varun Beverages | 1050 | Mid Cap |
| Navin Fluorine International | 4100 | Mid Cap |
| Ashok Leyland | 175 | Mid Cap |
| Krishna Institute of Medical Sciences | 1570 | Small Cap |
| Equitas Small Finance Bank | 78 | Small Cap |
| Mold-Tek Packaging | 755 | Small Cap |
| Amber Enterprises India | 3690 | Small Cap |
Credit Suisse’s Stock Recommendations For 2022
Credit Suisse’s is a leading global wealth manager. It provides advisory and investment banking services. Ahead of the union budget 2022, it said that it expects cement, infrastructure, and industrial companies to do better. It listed domestic cyclical such as private banks and large public sector banks among preferred segments. Reference
| Company | Sector | Market Capitalization | CS rating |
|---|---|---|---|
| Ambuja Cements | Materials | Large Cap | Buy |
| Axis Bank | Financials | Large Cap | Buy |
| Divi’s Laboratories | Health Care | Large Cap | Hold |
| Godrej Consumer Products | Consumer Staples | Large Cap | Buy |
| Hindustan Unilever | Consumer Staples | Large Cap | Hold |
| ICICI Bank | Financials | Large Cap | Buy |
| Larsen & Toubro | Industrials | Large Cap | Buy |
| Mahindra & Mahindra | Consumer Discretionary | Large Cap | Buy |
| Reliance Industries | Energy | Large Cap | Hold |
| SBI Life Insurance | Financials | Large Cap | Hold |
| State Bank of India | Financials | Large Cap | Buy |
| Tata Consultancy Services | IT | Large Cap | Buy |
| Aarti Industries | Materials | Mid Cap | Buy |
| Crompton Consumer | Consumer Discretionary | Mid Cap | Hold |
| Hindustan Aeronautics | Industrials | Mid Cap | Buy |
| PI Industries | Materials | Mid Cap | Hold |
| Piramal Enterprises | Financials | Mid Cap | Buy |
| PVR | Communication Services | Mid Cap | Buy |
| Sunteck Realty | Real Estate | Mid Cap | Buy |
| TeamLease Services | Industrials | Mid Cap | Buy |
| Zee Ent | Communication Services | Mid Cap | Buy |
In Closing
It is true that the stock market gives really high returns and beats inflation. But it is important to understand that high returns come with high risks. Recommendations may lure investors, but they have to ensure that they have a few things in place before they start investing in the stock market.
Building an emergency fund, repaying high interest debts and taking health insurance should be prioritized apart from any other important goals that an investor might have. It is important to understand at least the basics of the stock market before investing. In fact, this will help to understand recommendations in a better manner.
You can now get the latest updates in the stock market on Trade Brains News and you can even use our Trade Brains Portal for fundamental analysis of your favourite stocks.
Aron, Bachelors in Commerce from Mangalore University, entered the world of Equity research to explore his interests in financial markets. Outside of work, you can catch him binging on a show, supporting RCB, and dreaming of visiting Kasol soon. He also believes that eating kid’s ice-cream is the best way to teach them taxes.
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please give best sector list
Having a compilation of all the stock recommendations from India’s top stockbrokers, in one blog, makes it very convenient for new entrants in the stock market to find good stocks, which they must further do their due diligence on. Most of the recommendations are large cap stocks, but there are also some mid caps and small caps recommended, which are not easy to identify and could take retail investors days of research.
In case you seek stock market advisory services, you can consider approaching reputed stockbrokers like IIFL Securities for the best stock recommendations.