Stocks to buy today are in sharp focus as escalating tensions between India and Pakistan stir up volatility in the market. With events like the Pahalgam terror attack and India’s Operation Sindoor making headlines, investors are watching closely. Despite the geopolitical stress, the Indian stock market remains resilient. The Nifty 50 index has held above its crucial support of 24,050, showing strong domestic sentiment. Historical data shows that Indian equities often correct 5–10% during such conflicts but tend to recover quickly. For savvy investors, this presents a unique opportunity to accumulate value stocks across stable and defensive sectors.
Best Defence Stocks to Invest in India 2025
The defence sector is emerging as one of the best stocks to invest in India 2025 due to rising government expenditure and national security needs. With a focus on indigenous manufacturing and export potential, the following defence sector stocks are drawing significant investor interest:
- Hindustan Aeronautics Ltd. (HAL) – Aircraft manufacturing leader.
- Bharat Electronics Ltd. (BEL) – Strong in defence electronics.
- Bharat Dynamics Ltd. (BDL) – Specializes in missile systems.
- Mazagon Dock Shipbuilders Ltd. – Naval defence and shipbuilding giant.
These are widely regarded as safe stocks during war and are popular holdings among mutual funds and FIIs.
Private Bank Stocks to Watch
Despite a recent dip in the PSU Bank index, private bank stocks have maintained their ground thanks to robust financials and low global exposure. In times of uncertainty, these offer both value investing during war and growth potential:
- HDFC Bank Ltd.
- ICICI Bank Ltd.
- Axis Bank
These are considered top banking stocks in India, especially for investors seeking stability and long-term returns.
Top FMCG Stocks: A Classic Defensive Bet
If you’re looking for stocks to buy today with low risk, FMCG stocks stand out. These companies are shielded from global volatility thanks to steady domestic consumption:
- ITC Ltd. – Strong across tobacco, FMCG, and hospitality.
- Hindustan Unilever Ltd. (HUL) – Consumer goods giant with widespread brand loyalty.
These are among the high dividend FMCG stocks and are ideal for risk-averse investors.
Telecom and Digital Infrastructure Stocks
Telecommunications plays a key role during national emergencies, and the sector is gaining traction in the current environment. These telecom sector stocks India are vital to India’s digital infrastructure:
- Bharti Airtel Ltd. – Benefiting from strong infrastructure investment.
- Reliance Jio (via Reliance Industries Ltd.) – Dominant in mobile and data services.
Their domestic focus and consistent cash flows make them solid bets during geopolitical tension stock market scenarios.
Capital Goods and Infrastructure Stocks
Driven by India’s manufacturing and infrastructure goals, capital goods stocks India are becoming key picks. These companies are less exposed to global risks and more aligned with government spending:
These firms are backed by strong order books and execution capabilities, making them attractive long-term stock picks.
- Larsen & Toubro Ltd. (L&T)
- Kec International
- Siemens Ltd.
Agrochemical Stocks for Stability
The agrochemical sector continues to offer stable returns, making it a defensive option for investors:
- UPL Ltd.
- PI Industries Ltd.
- Bayer CropScience Ltd.
These are well-positioned due to consistent demand in India’s agriculture sector and minimal global exposure.
