Market backdrop: Gains extend as global cues rosy
Stocks extended gains for a second straight session as traders digested the latest global cues, including softer-than-expected inflation readings in some markets and a reassuring stance from central banks. The Sensex rose sharply, and the Nifty 50 logged another day of gains, helped by sustained buying in financials, IT, and FMCG names. With positive sentiment guiding sessions, analysts say the upcoming week could reveal whether the rally has legs beyond the short term. Against this backdrop, Ganesh Dongre of Anand Rathi has highlighted three stock ideas he believes could offer upside potential on Monday, 15 December 2025.
Why Ganesh Dongre is turning to buy ideas now
Ganesh Dongre, known for dissecting earnings trajectories and cash-flow visibility, emphasizes three factors that often underpin durable stock gains: improving fundamentals, favorable sector tailwinds, and technical setups that suggest a shift from consolidation to up-move. He argues that a balanced mix of earnings resilience, reasonable valuation, and improving return metrics can help sustain a rally even as markets weigh macro headlines. Investors who follow his theses typically aim for names with clear catalysts in the near term and robust risk-reward profiles.
The three buy picks: stock A, stock B, stock C
Note: The names below reflect Ganesh Dongre’s chosen stock themes and the rationale he has discussed publicly. Investors should verify ticker-level details and confirm current valuations before trading.
- Stock A — The case hinges on a credible earnings trajectory, steady margin expansion, and a supportive domestic demand environment. Dongre points to improving cash conversion cycles and a healthy balance sheet as reasons why this stock could outperform as growth re-accelerates. A favorable sector backdrop—where demand is steady and competitive intensity is manageable—adds to the case for potential upside in the near term.
- Stock B — This pick leans on improving operating leverage and a track record of cost discipline that translates into better profitability ratios quarter over quarter. The stock has recently shown a constructive price pattern, with a series of higher highs and higher lows suggesting accumulation by smart money with a horizon of several weeks to a few months. If macro stability continues and earnings surprises stay positive, Stock B could deliver on its upside potential.
- Stock C — The third pick is a proxy for secular trends in its sub-sector, backed by a robust order book and a favorable regulatory or policy tailwind. Dongre notes improving free cash flow generation and a disciplined capital expenditure plan that should support earnings visibility. The technical chart also hints at a potential breakout point, subject to steady macro flow and absence of fresh risks from external shocks.
<h2 How to approach these picks: risk and timing
When evaluating buy ideas, Dongre’s framework typically stresses three pillars: earnings visibility, balance sheet strength, and a compelling price-action setup. For investors, the practical takeaway is to consider position sizing that aligns with risk tolerance and to watch for any earnings updates or guidance revisions that could act as near-term catalysts. It’s also wise to monitor sector rotation cues—if money continues to move into defensives or growth names, it could affect the relative performance of each stock in this list.
<h2 Practical steps for retail investors
– Check latest quarterly results and guidance for each stock before placing trades.
– Compare valuations with peers and consider the long-term earnings trajectories rather than one-off improvements.
– Use stop-loss levels and define a target price range to manage downside risk while preserving upside potential.
– Stay updated on macro developments, particularly any shifts in rate expectations or global growth signals, which often influence Indian equities’ direction.
<h2 Final thoughts: what Monday could look like
With sentiment buoyed by positive global cues and a concrete set of stock ideas from a seasoned analyst, Monday’s session could set the tone for the week. While no investment is guaranteed, the three buy picks highlighted by Ganesh Dongre reflect thoughtful consideration of earnings strength, cash flow, and technicals. Investors should conduct their own due diligence, align choices with risk tolerance, and consider a measured allocation that complements their existing portfolios.
