Shravan Shetty, Managing Director, Primus Partners, shared his view that stocks such as HDFC Bank, ICICI Bank, Larsen & Toubro (L&T), Mazagon Dock, BHEL, Coforge, Bharti Airtel, and InterGlobe Aviation (IndiGo) are likely to deliver strong returns. He also highlighted improving market sentiment, with easing volatility and the Nifty crossing 23,500, and indicated a shift towards energy, consumption, infrastructure, and rate-sensitive financials, driven by strong earnings visibility and attractive valuations following FII selling.