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.
Trump's policies, tariffs, and Fed's rate cuts: Marcellus' Arindam Mandal decodes the path ahead
Mandal believes that the trajectory of Indian equities will hinge more on the earnings performance of India Inc than on global risks, such as the strengthening dollar.
Daily Voice: This smallcase manager believes these 4 sectors are compelling contra plays for 2025
While global risks persist, valuations have become more attractive, making IT a compelling buy for long-term investors, said Robin Arya.
Fed likely to deliver 2-3 rate cuts in 2025, but with pauses: Invasset's Anirudh Garg
Garg believes that even though US inflation is currently under control, the Fed Chair's comments on being data dependent implies that they cannot afford to let it spiral out of control.
Daily Voice: Despite correction, FMCG valuations remain higher, says Srinivas Rao Ravuri of Bajaj Allianz
FMCG companies have been facing challenges with weak growth recently. While rural markets continue to grow at a modest pace, the slowdown is more pronounced in urban markets, said Srinivas Rao Ravuri.
Daily Voice: Narnolia's Shailendra Kumar explains why HDFC Bank remains a top contrarian investment opportunity
Shailendra Kumar anticipates low double-digit market returns for 2025. However, he expects these returns to materialise towards the end of the year as valuations at the beginning of the year are not favourable.
Daily Voice: This fund manager believes govt likely to meet FY25 capex target given its strong focus on infra, capital intensive sectors
An increase in government capex in the upcoming Budget is likely, as it aligns with the government’s goal of stimulating economic growth and creating jobs, said Anirudh Garg.
Chartist Talks: SBI Securities' Sudeep Shah picks 2 Nifty stocks for next week but advises avoiding this FMCG major
Sudeep Shah believes the Nifty IT is likely to give strong bullish momentum in CY 2025. In July 2024, the index has given a stage-2 Cup pattern breakout on a monthly scale. As per the measure rule of Cup pattern, the upside target is placed at 52,700 level, which is likely to test in the coming calendar year.
Daily Voice: This fund manager believes these 4 sectors are likely to gain prominence in 2025
The primary concerns for markets for 2025 include geopolitical tensions impacting global supply chains, policy uncertainty, slow earnings growth due to elevated interest rates, persistent inflationary pressures, says Sonam Srivastava.
Daily Voice: OmniScience's Ashwini Shami expects double-digit earnings growth in 2025, Union Budget to fuel market rally
Ashwini Shami strongly believes that Indian economy is on a multi-year high-growth trajectory, supported by strong infrastructure-building initiatives, growth investments and favourable geo-strategic developments.
Daily Voice: Wallfort's Vijay Bharadia bets on these 5 themes that positioned for significant growth in 2025
In 2024, both the Sensex and Nifty posted strong returns of around 13%, a remarkable performance. However, Vijay Bharadia believes replicating or exceeding this in 2025 will be challenging.
Daily Voice: Stay away from NBFC sector as rough tide not yet over, says Motilal Oswal's Ankit Mandholia
Indian markets are likely to face significant influence from a combination of domestic and global economic events, in 2025, said Ankit Mandholia.
