Stocks to buy, Sept. 3 -- Renewed US-Iran tensions, higher oil prices, and a spike in global bond yields have been keeping the Indian stock market under pressure of late. On a monthly scale, the benchmark Nifty slipped 1.2% in August, snapping its two-month winning streak.

However, India's resilient economy and healthy Q1FY27 earnings have prevented a crash and provided stock- and sector-specific opportunities.

The stock market is expected to remain volatile in the near term, largely due to geopolitical uncertainties.

"We fear a risk to demand and corporate profit growth in the coming quarters driven by (1) higher raw material prices in Q2 and Q3, (2) deficient monsoons, (3) successive price hikes in essential goods, and (4) global spi...