Axis Securities has recommended 15 stocks to buy, including HDFC Bank, Bajaj Finance, and State Bank of India, while setting a Nifty 50 target of 28,100 for December 2026. The brokerage cites India's robust macro setup, rising capital expenditure, and consumption boost as reasons for a bullish outlook, expecting double-digit earnings growth and strong equity returns over the next 2-3 years. They believe most negatives are already priced in, despite a challenging past year for the Indian equity market.