Bajaj Broking Research names Adani Ports and Jayaswal Neco as top picks for September 5.
Expected range: Nifty to consolidate between 24,400–25,000.
A breakout above 25,000 could target 25,250.
Adani Ports benefits from expected freight a
nd infrastructure momentum.
Jayaswal Neco offers value in steel-based infrastructure growth.
Picks align with GST and capex mega themes.
Technicals support selective sector strength rather than broad rally.
Timely for tactical overweight in infrastructure vs cyclical consumpt
ion.
Investors may watch chart breakouts for entry signals.
The pick setup blends policy, cycle, and technical ali
gnment