New Delhi, Dec. 10 -- Brokerage house InCred Research has reiterated its bullish stance on India's equity markets, maintaining an Overweight view on the Nifty 50 as the economy continues to surprise on the upside. A sharp rebound in personal consumption, an upbeat festive season and better-than-expected GDP data for Q2 FY26 have strengthened confidence in India's growth trajectory.

Against this backdrop, InCred has updated its high-conviction stock list for December 2025, highlighting strategic portfolio adjustments and key opportunities across large-caps, mid-caps and small-caps.

The headline change in InCred's December update is the removal of Shriram Finance from its high-conviction basket. The stock delivered an impressive 28% gain ...