Outlook 2025: HDFC Securities predicts modest Nifty 50 returns next year; here’s a look at its model portfolio
1 day, 21 hours ago

Outlook 2025: HDFC Securities predicts modest Nifty 50 returns next year; here’s a look at its model portfolio

Live Mint  

In a recent report, HDFC Securities has forecasted moderate returns for India’s benchmark Nifty index over the next 12 months. HDFC Securities also expressed a more constructive view on discretionary sectors compared to staples, suggesting that consumer spending could shift towards discretionary goods and services as economic conditions improve. HDFC Securities' Model Portfolio The brokerage shared its top sector-wise stock picks, expressing optimism about Maruti Suzuki and Hero MotoCorp in the auto sector. HDFC Securities' model portfolio FY26 Earnings Outlook Moreover, the brokerage projected a volume-led growth trajectory for FY26, while cautioning that the story of margin expansion is largely over. According to HDFC Securities, the Indian economy's growth in 2025 will be driven by investments and rural consumption, signalling a positive outlook for sectors such as industrials, manufacturing, real estate, and allied industries, as well as rural economy-facing sectors.

History of this topic

Market outlook 2025: What key triggers and challenges will shape the Indian stock market next year?
Trending News
1 day, 18 hours ago
Outlook 2025: Top fund managers remain bullish on Indian stock market, suggest these 4 sectors to invest in
3 days, 20 hours ago
Outlook 2025: Kotak Securities is bullish on banking, pharma & 2 other sectors in the year ahead
5 days, 19 hours ago
Stock Market Outlook: Banks, IT, FMCG, among six most promising sectors for investment in 2025, says StoxBox
1 week ago
HDFC Bank share price gains 10% in 3 weeks to hit 1-year high: Should you buy, sell or Hold the stock?
2 weeks, 5 days ago
Technical Picks: Vinay Rajani of HDFC Securities suggests these three stocks to buy in the near-term
2 weeks, 5 days ago
Three reasons HDFC Bank may turn around sooner than you think
3 weeks, 1 day ago
Explained: Why HDFC Bank share price gained 2% today
3 weeks, 1 day ago
HDFC Bank Hits Milestone With Market Cap Surpassing Rs 14 Trillion
3 weeks, 5 days ago
Hdfc Bank Share Price Today on 27-11-2024: Hdfc Bank share price are up by 0.23%, Nifty up by 0.04%
4 weeks ago
Hdfc Bank Share Price Today on 26-11-2024: Hdfc Bank share price are down by -0.59%, Nifty up by 0.04%
4 weeks, 1 day ago
Hdfc Bank Share Price Today on 25-11-2024: Hdfc Bank share price are up by 1.82%, Nifty up by 1.69%
Top News
1 month ago
HDFC Bank shares hit all-time high above Rs 1,800 amid MSCI rebalancing
1 month ago
Eicher Motors leads rise in Indian shares
Trending News
1 month, 1 week ago
Hdfc Life Share Price Today on 13-11-2024: Hdfc Life share price are down by -2.19%, Nifty down by -1.36%
1 month, 1 week ago
Hdfc Bank Share Price Today on 11-11-2024: Hdfc Bank share price are up by 0.69%, Nifty down by -0.03%
1 month, 2 weeks ago
Hdfc Life Share Price Today on 05-11-2024: Hdfc Life share price are up by 0.95%, Nifty up by 0.91%
1 month, 2 weeks ago
HDFC Picks 4 Stocks for Muhurat Trading in 2024
1 month, 3 weeks ago
Hdfc Bank Share Price Today: Up 0.12%, Nifty Down by -0.7%
Trending News
1 month, 3 weeks ago
Hdfc Bank Shares Up 3.17%, Nifty Down 0.39% Today
2 months ago
Hdfc Life Share Price Today on : Strong Bullish Trend, Key Resistance & Support Levels
Trending News
2 months ago
Financial stocks overvalued, says Emkay, suggests HDFC Bank, IndusInd Bank, RBL for the short term
2 months, 4 weeks ago
Stocks to buy: Axis Bank, Dr Lal Pathlabs among top four stock picks by SMC Global Securities for this week
6 months, 1 week ago
HDB Financial Services: Japan-based MUFG to acquire 20% stake in HDFC Bank’s non-banking arm at close $10 bn valuation
8 months, 1 week ago
Equity markets rise for 6th straight session
10 months ago
HDFC Bank shares fall 7% day after Q3 results; steep decline in stock market
11 months, 1 week ago
Stocks to buy today: Experts recommend these 5 shares after RBI MPC meeting
1 year ago
RIL, HDFC Bank, Infosys, and 5 other large caps are 7-25% below all-time highs
1 year ago
Manappuram Finance, Bharat Dynamics among HDFC Securities’ fundamental picks
1 year ago
Diwali 2023 Stock Picks: Reliance, HDFC Bank, ZEE among top buys from Geojit
1 year, 1 month ago
IDFC, GNA Axles, Zen Technologies among top fundamental picks by HDFC Securities
1 year, 2 months ago
Why HDFC Bank Stock Could Be a Sell
1 year, 4 months ago
IGL up 19% in 2023 but brokerages bearish on the stock; here’s why
1 year, 7 months ago
Markets will react to Infosys, HDFC Bank Q4 on Mon. What to expect in the week?
1 year, 8 months ago
HDFC Bank likely to see steady Q4 results; PAT, NII may post double-digit growth
1 year, 8 months ago
Stocks to Watch: TCS, RIL, HDFC Ltd, NTPC, Adani Transmission, Britannia
1 year, 8 months ago
Five undervalued midcap stocks to add to your 2023 watchlist
2 years ago
Diwali picks for Samvat 2079: HDFC Securities suggests top 10 stocks to buy
2 years, 2 months ago
HDFC Securities is bullish on these power sector stocks ahead of 1QFY23 results
2 years, 5 months ago
HDFC Bank Q1 results: Net profit jumps 19% to ₹9,196 crore; NII rises 14.5%
2 years, 5 months ago
HDFC Securities’ top picks: 2 stocks to buy over the next 2 quarters
2 years, 5 months ago
HDFC Securities suggests these 2 stocks to buy over the next 2 quarters
2 years, 5 months ago
Samvat 2078: Top Diwali stocks, themes picked by Axis Securities
3 years, 1 month ago
For HDFC, the best days are still ahead
3 years, 1 month ago

Discover Related