Stocks to buy, June 30 -- The Indian stock market has defied multiple hurdles to stage a sharp comeback in the first half of the calendar year 2025 after a tumultuous end to the last one. Trade war, India-Pakistan conflict, Iran-Israel war and earnings slowdown emerged as several headwinds which Nifty 50 overcame to record a nearly 8% jump in the first half of 2025 (H1 CY25).

Going ahead, analysts remain hopeful about the Nifty 50's outlook and expect the index to hit new highs in H2 CY25.

"On the fundamental front, the market is buoyed by expectations of strong Q1 FY26 earnings, continued policy support from the RBI, and pro-growth initiatives by the government. Positive developments on the international front, a normal monsoon forecas...