Daily Voice: Ladderup's Raghvendra Nath doesn't foresee any major policy announcements in budget that would significantly sway equity market sentiment
Raghvendra Nath expects to see continued investment in infrastructure, with a stronger focus on areas like housing, electricity, and employment generation, rather than significant tax cuts or major incentives in the budget.
Daily Voice: Govt to keep focussing on capacity enhancement of economy than providing ephemeral support to consumption in Union Budget, says Mirae's Gaurav Misra
Misra expects the government to come up with more PLI variants, support for fledgling industries such as ship building
Daily Voice: This expert sees growth in 4 sectors for 2025 despite high valuations, 10% Nifty returns
The unknown risk is Trump tariff threats, which has to be watched in 2025, said Satish Menon.
Chartist Talks: SBI Securities' Sudeep Shah picks these 2 stocks for January
Sudeep Shah believes Avenue Supermarts is likely to continue its northward journey in the next couple of trading sessions.
Daily Voice: Ionic Wealth's Ankita Pathak explains why Q3FY25 earnings will be critical for markets
The broad based rally in equity markets looks largely over, which means markets will disproportionately reward earnings hereon, said Ionic Wealth's Ankita Pathak.
Daily Voice: Any disappointment in 2HFY25 corporate earnings could lead to further correction in markets, says this fund manager
Broad-based rally in the markets is over. Pure-play bottom-up stock picking will be the only way to create alpha in 2025, said Mohit Khanna.
Daily Voice: Kotak's Nilesh Shah sees many dark clouds that can impact growth in 2025, but suggests crucial reforms to grow double-digit
Nilesh Shah of Kotak Mahindra AMC expects the RBI to cut rates in 2HCY25. This rate-cut cycle is likely to be very shallow.
Daily Voice: OmniScience's Vikas Gupta foresees substantial steps in Union Budget to drive economic growth, boost consumption
If the market experiences corrections, Vikas Gupta sees attractive opportunities in sectors like large-cap banking, power, housing finance, logistics, and infrastructure EPCs.
Daily Voice: 2025 to be a year for stock pickers, focus on these 5 themes, says Vallum Capital's Manish Bhandari
Currently, the depreciation of the Chinese yuan amid US trade disputes is the only potential tail risk identified for equity markets, but its likelihood remains uncertain, said Manish Bhandari.
Daily Voice: Market may start year 2025 with a caution, these 4 sectors ready for long term growth and stability, says DSP MF’s Vinit Sambre
Vinit Sambre of DSP Mutual Fund remains optimistic about the rural economy's recovery and has positioned portfolio to benefit from this trend.
Chartist Talks: Sudeep Shah of SBI Securities explains why he advises buying these 3 stocks for 2025, but bearish on FMCG index
The chart structure of Nifty 50 is indicating sideways to bearish momentum for the next couple of weeks.
Daily Voice: Tamohara CIO sees opportunity in discretionary spending amid tepid market outlook
Given the outlook on earnings, it is probable that the Nifty will spend more time between 23,000 to 26,000 levels, said Sheetal Malpani.
Daily Voice: LGT Wealth's Rajesh Cheruvu identifies three sectors to focus on in 2025
Having said that, while US GDP growth looks relatively more sanguine, India arguably needs a slight nudge to shore up slowing down consumption – largest engine of the GDP wagon, Rajesh Cheruvu said.
Daily Voice: Highly unlikely that Nifty would deliver double-digit returns in 2025, says Ambit's Nitin Bhasin
Time to be selective, as CY25 is expected to be a stock-picker’s market with significant divergence in median and index returns, said Nitin Bhasin.
Daily Voice: Bajaj Finserv AMC's Nimesh Chandan believes this sector offers multi-year growth opportunity
Among other sectors, Nimesh Chandan is positive on online platform businesses, power infra & real estate sector.
Chartist Talks: Gemstone's Milan Vaishnav picks these 2 Nifty stocks for 2025
While Tata Motors remains in a continuing downtrend, it has shown initial signs of a potential bottom formation, said Milan Vaishnav.
Daily Voice: Mahindra Manulife CIO projects mid-single-digit Q3 earnings growth, eyes volume-led recovery.
CY2025 appears to be evenly poised for the equity market, with domestic flows acting as a tailwind and valuations presenting a headwind, said Krishna Sanghavi.
Daily Voice: Shriram Life's Ajit Banerjee prefers largecaps versus midcaps in IT sector, remains cautious on auto
With Trump 2.0 starting from January, a cut in the corporate tax rate is expected, giving US corporations with more money for discretionary IT projects. That would benefit the IT sector in India, said Ajit Banerjee.
Daily Voice: Marcellus' Pramod Gubbi expects this market consolidation to sustain into 2025 with risks to downside
On absolute valuations, private sector financials are perhaps the only sector attractively valued, said Pramod Gubbi.
Daily Voice: Tata AIA Life's Harshad Patil expects 2025 to see robust economic recovery
Harshad Patil of TATA AIA Life Insurance expects some mean reversion in 2025 with relatively lower market returns as compared to previous years.
Chartist Talks: SBI Securities' Sudeep Shah expects Nifty, Bank Nifty to break November low next week, cautious on Siemens
Bank Nifty is likely to achieve 100% Fibonacci retracement level of its recent upward rally. The banking benchmark index Bank Nifty has strongly underperformed frontline indices as it has tumbled by 5.27 percent. This was the steepest decline since February 2022, said Sudeep Shah.
Daily Voice: Samco's Jimeet Modi advises sectors to invest and avoid in 2025
Jimeet Modi of SAMCO Group advises deploying 50% of funds in largecap stocks, 25% in Gold and 25% in debt, in order to diversify portfolio in 2025
Daily Voice: Focus on these 4 sectors that align with India's growth trajectory, says Client Associates' Himanshu Kohli
The BFSI sector offers attractive valuations, with private banks trading below their long-term P/B average, PSU banks above, and NBFCs near the mean, said Himanshu Kohli of Client Associates.
Daily Voice: Right Horizons' Anil Rego expects consumer discretionary sector to do better in Q3
The trend of rising disposable income, premiumization, and shift from unorganised to organised is expected to drive the overall demand for consumer discretionary sector, said Anil Rego.
