Every analyst call
Every public market call we’ve tracked, newest first. Filter by instrument, direction, grading status, analyst, firm, or sector — every combination is a shareable link.
Sentiment · Nifty Infrastructure
Analysts lean bullish
42 analyst stances matching these filters · one per analyst
Trackable
16 · 12 bull / 1 neutral / 3 bear
Long-Horizon
none in window
Commentary
26 · 24 bull / 1 neutral / 1 bear
Bullish 85.7% (36)Neutral 4.8% (2)Bearish 9.5% (4)
Date range
| Call | Analyst | Instrument | Verdict | Actions |
|---|---|---|---|---|
| “Aditya Shah anticipates a surge in power demand this summer due to record temperatures and favors the power infrastructu…” | Aditya ShahHercules Advisors | Nifty Infra | NOT GRADED | |
| “Solanki favors the Power Transmission & Distribution (T&D) sector, specifically companies involved in High Voltage Direc…” | Narendra SolankiAnand Rathi Shares & Stock Brokers | Nifty Infra | PENDING | |
| “Ramesh Damani identifies commodities, defence, pharmaceuticals, and infrastructure as promising sectors and "safe havens…” | Ramesh DamaniIndependent | Nifty Infra | MISS | |
| “Viraj Gandhi is bullish on sectors like defence, financials, and pockets of consumer discretionary, industrial products,…” | Viraj GandhiSAMCO Mutual Fund | Nifty Infra | PENDING | |
| “ETMarkets suggests a considerably more favorable medium-term outlook for the Indian steel sector. This positive setup is…” | ETMarkets AnalysisETMarkets.com | Nifty Infra | NOT GRADED | |
| “In the near term, market action is heavily influenced by global uncertainty surrounding artificial intelligence, which i…” | Manish GunwaniBandhan AMC | Nifty Infra | NOT GRADED | |
| “Bernard Mensah is bullish on India as an investment destination, citing its expanding middle class, high-quality talent …” | Bernard MensahBank of America | Nifty Infra | PENDING | |
| “Sandeep Nayak views Infrastructure, Defence, and Railways as compelling longer-term investments, citing strong capex vis…” | Sandeep NayakCentrum Finverse | Nifty Infra | PENDING | |
| “Manish Sonthalia is also bullish on 'halo companies' in AI infrastructure sectors for the long term. He identifies semic…” | Manish SonthaliaEmkay Investment Managers | Nifty Infra | PENDING | |
| “Sameer Dalal expects the broader market to enter a consolidation phase, shifting investor focus towards growth visibilit…” | Sameer DalalNatverlal & Sons Stockbrokers | Nifty Infra | PENDING | |
| “Ahya identifies three major structural trends reinforcing India's industrial upcycle and capex wave: rising investment i…” | Chetan AhyaMorgan Stanley | Nifty Infra | NOT GRADED | |
| “Narendra Solanki identifies compelling value in infrastructure plays, suggesting a bullish outlook for the sector. This …” | Narendra SolankiAnand Rathi Shares & Stock Brokers | Nifty Infra | NOT GRADED | |
| “Sectors aligned with India's investment-led growth cycle, including infrastructure, capital goods, defence, railways, po…” | Pradeep GuptaAnand Rathi Share and Stock Brokers Limited | Nifty Infra | PENDING | |
| “Raamdeo Agrawal is highly bullish on India's AI infrastructure and data centre sector, viewing the government's 100% tax…” | Raamdeo AgrawalMotilal Oswal Financial Services | Nifty Infra | NOT GRADED | |
| “Sundararaman Ramamurthy expects increased foreign funds and currency flows into India in the longer term. He attributes …” | Sundararaman RamamurthyBSE | Nifty Infra | NOT GRADED | |
| “Doraiswamy identifies infrastructure, biopharma, and education as key sectors poised to benefit from the Union Budget. H…” | R DoraiswamyLIC | Nifty Infra | NOT GRADED | |
| “Despite initial negative market reactions to the Union Budget, particularly due to the increase in Securities Transactio…” | R DoraiswamyLIC | Nifty Infra | NOT GRADED | |
| “Radhika Gupta anticipates that the government may increase capital expenditure this year, given the absence of major ele…” | Radhika GuptaEdelweiss Mutual Fund | Nifty Infra | NOT GRADED | |
| “Sudip Bandyopadhyay is bullish on specific sectors, identifying Banking, BFSI, Defence, and Infrastructure as areas like…” | Sudip BandyopadhyayIndependent | Nifty Infra | HIT | |
| “Rajesh Palviya of Axis Securities identifies selective opportunities in the market, advising against blanket positioning…” | Rajesh PalviyaAxis Securities | Nifty Infra | NOT GRADED | |
| “Scott Nuttall of KKR is bullish on India, planning to deploy tens of billions of dollars over the next 5-10 years. He id…” | Scott NuttallKKR | Nifty Infra | PENDING | |
| “Ahead of the Union Budget, Mark Mobius expects reforms aimed at easing foreign investment flows into India. He believes …” | Mark MobiusMobius Emerging Opportunities Fund | Nifty Infra | NOT GRADED | |
| “Mark Mobius maintains a long-term bullish stance on India's GDP growth compared to China, citing India's young populatio…” | Mark MobiusMobius Emerging Opportunities Fund | Nifty Infra | NOT GRADED | |
| “Investors should focus on domestically driven sectors like banking and consumer stocks, which are attractive given India…” | Kranthi BathiniWealthMills Securities | Nifty Infra | NOT GRADED | |
| “Corporate earnings growth in India, which has been subdued recently, is projected to improve. This recovery is expected …” | Rajeev AgrawalDoorDarshi India Fund | Nifty Infra | NOT GRADED |
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