Expert view: Manufacturing, capital goods to remain high-growth sectors in 2025, says Motilal Oswal Fund Manager
5 days, 16 hours ago

Expert view: Manufacturing, capital goods to remain high-growth sectors in 2025, says Motilal Oswal Fund Manager

Live Mint  

Expert view: Unless a revival in corporate earnings, the new year could be muted for the Indian stock market, says Santosh Kumar Singh, Fund Manager at Motilal Oswal Mutual Fund. With the stock prices moving up at a faster pace than EPS growth in the last four years, we would expect the calendar year 2025 to be slightly muted compared to the last few years. We would expect the government to focus on capex to remain; hence, capital goods companies may maintain high growth. There are multiple triggers to this segment: we expect monetary policies to become more accommodative as we are already seeing a moderation in GDP growth, We may see a stable NIM from hereon, and in my view, most of the pain from the unsecured book is already in the price, and once we see that book recovering we may see the stock performing really well.

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History of this topic

Indian stock market: Lessons for investors from 2024 and risks ahead for 2025
5 hours, 13 minutes ago

Indian stock market: Lessons for investors from 2024 and risks ahead for 2025

Live Mint  

The Indian equity markets showcased resilience for most of 2024, weathering significant challenges such as persistent inflation, subdued Q2FY25 earnings, foreign institutional investor outflows, geopolitical uncertainties, and the general election outcome. The stock market’s journey in 2024 offers valuable insights for investors, while 2025 presents new opportunities and risks that require careful navigation. Ravi Singh, SVP – Retail Research, Religare …

Expert view: Tone down return expectations from Indian stock market, says Premchandani of UTI AMC
16 hours, 24 minutes ago

Expert view: Tone down return expectations from Indian stock market, says Premchandani of UTI AMC

Live Mint  

Expert view: Amit Premchandani, Senior Vice President and Fund Manager – Equity at UTI AMC, believes valuation remains in above-average zone for large caps while mid and small cap are expensive. This year's key trends have been a sharp improvement in the earning profile of capital market players, driven by broader participation leading to significant volume growth for exchanges, pick …

Market outlook 2025: What key triggers and challenges will shape the Indian stock market next year?
Trending News
17 hours, 7 minutes ago

Market outlook 2025: What key triggers and challenges will shape the Indian stock market next year?

Live Mint  

Market outlook 2025: The Indian stock market remains well-poised for a healthy growth in the medium to long term due to strong macroeconomic fundamentals. Key challenges for the Indian stock market in 2025 The key challenge for the Indian stock market is a slowdown in global growth and rich valuation of the Indian stock market. Despite recent correction, several pockets …

Bullrun, bullshit and other market lessons of 2024
1 day, 15 hours ago

Bullrun, bullshit and other market lessons of 2024

Live Mint  

New Delhi: "If everything on earth were rational, nothing would happen. As even a cursory glance at previous periods of euphoria would show, many ‘hot stocks’ never recovered at all And for short-term investors, Mr Market’s message is clear. During the six years from FY16 to FY21, mutual funds, other domestic institutional investors, and individuals net infused around ₹40,000 crore …

Outlook 2025: Top fund managers remain bullish on Indian stock market, suggest these 4 sectors to invest in
2 days, 19 hours ago

Outlook 2025: Top fund managers remain bullish on Indian stock market, suggest these 4 sectors to invest in

Live Mint  

Market veterans and several fund managers of some of India's top fund houses believe the Indian stock market remains well-positioned to grow despite global challenges and risks arising from sticky inflation and elevated interest rates. "With a growing middle class and a favourable business environment, India can emerge as a key global economic player, benefiting from internal reforms and external …

Stock Market Outlook 2025: Nifty At 27K Or 28K By Year-End? Insights From Market Experts
Trending News
3 days, 17 hours ago

Stock Market Outlook 2025: Nifty At 27K Or 28K By Year-End? Insights From Market Experts

ABP News  

The Indian equity markets have shown resilience throughout most of 2024, overcoming various challenges such as persistent inflation, the weaker-than-expected second quarter of financial year 2025 earnings, the outcomes of the general elections, FII outflows, and geopolitical uncertainty. Sharing his take, Sarvjeet Singh Virk, Co-founder and MD of Shoonya by Finvasia, told ABP Live, “Despite facing selling pressure towards the …

Expert View: Capital Goods, Defence, among key sectors to invest in 2025, says Himani Shah of Alchemy Capital
5 days, 20 hours ago

Expert View: Capital Goods, Defence, among key sectors to invest in 2025, says Himani Shah of Alchemy Capital

Live Mint  

Expert View: In a recent interview with Mint, Himani Shah, Co-fund Manager at Alchemy Capital Management, discussed potential year-end projections for Nifty 50, expectations from the new Reserve Bank of India governor Sanjay Malhotra, sectors likely to gain attention in 2025, possible US Federal rate reductions, and various other catalysts that could impact the Indian stock market. Most part of …

Stock Market Outlook: Banks, IT, FMCG, among six most promising sectors for investment in 2025, says StoxBox
6 days, 22 hours ago

Stock Market Outlook: Banks, IT, FMCG, among six most promising sectors for investment in 2025, says StoxBox

Live Mint  

The Indian stock market crashed on Tuesday, with the benchmark indices Sensex and Nifty 50, falling over a percent each, dragged by heavy selling in banks, IT, metals, auto and FMCG sectors. Here are the most promising sectors for investors in 2025, according to StoxBox: Banking The banking sector, despite facing challenges in 2024, is shifting its focus to asset …

2024 market recap: Domestic Investors’ optimism drives D-Street higher; mid and small-caps lead
Trending News
1 week ago

2024 market recap: Domestic Investors’ optimism drives D-Street higher; mid and small-caps lead

Live Mint  

As 2024 draws to a close, the broad market has delivered a respectable 20% return. India's corporate earnings growth was 25% YoY in December 2023, and this trend continued into March 2024, albeit at a slower QoQ pace, but sufficient to sustain the market rally. However, the trend shifted by the end of September as corporate earnings, which had begun …

Indian stock markets review 2024: A tale of two halves
Trending News
2 weeks, 1 day ago

Indian stock markets review 2024: A tale of two halves

Live Mint  

It has been a tumultuous year for India's stock markets. On the global stage While global economic headwinds and rising geopolitical tensions have cast a shadow over global markets, India has managed to hold its own and outperform several emerging market peers. Shifting dynamics This year, foreign portfolio investors started withdrawing funds from Indian equities and pivoted to China after …

Investment strategy: How to invest in 2025 after Sensex, Nifty 50 deliver 13% returns in 2024?
2 weeks, 3 days ago

Investment strategy: How to invest in 2025 after Sensex, Nifty 50 deliver 13% returns in 2024?

Live Mint  

Indian Stock Market: The Indian stock market has shown remarkable resilience in 2024, with benchmark indices Sensex and Nifty delivering double-digit returns despite global economic challenges and market volatility. Market experts offer actionable insights for the year ahead, let's take a look: Investment Strategy Insights for 2025 Jigar S. Patel, Senior Manager - Technical Research at Anand Rathi Shares and …

Expert Speak: Expect earnings growth at 16%-18% in FY26, stay invested, suggests Gopinath Natarajan of Geojit
2 weeks, 4 days ago

Expert Speak: Expect earnings growth at 16%-18% in FY26, stay invested, suggests Gopinath Natarajan of Geojit

Live Mint  

Expert Speak: In a recent conversation with Mint, Gopinath Natarajan, CEO Asset Management at Geojit Financial Services, discussed the challenges of predicting when foreign portfolio investors will resume buying. He noted that with India's increasing share in emerging market indices and the recent correction making Indian markets more attractive, he believes India will continue to be a key focus for …

Indian stock markets get a band-aid, but chronic pain remains
4 weeks ago

Indian stock markets get a band-aid, but chronic pain remains

Live Mint  

The thumping victory of the Bharatiya Janata Party and its allies in Maharashtra assembly election means political stability with more synchronization of economic policies between the Centre and the state. Foreign portfolio investors have been on a selling spree, offloading Indian stocks worth ₹21,840 crore in 2024 so far, showed NSDL data. Profit after tax growth for BSE500 companies slipped …

Indian stocks to stay flattish for 3 months as earnings, valuations weigh, says Goldman
1 month ago

Indian stocks to stay flattish for 3 months as earnings, valuations weigh, says Goldman

Live Mint  

Nov 21 - Indian equities are likely to remain rangebound over the next three months, following their recent slide into correction territory after the worst earnings season in four years and nursing still-high valuations, Goldman Sachs said. The Wall Street brokerage, which remains tactically "marketweight" on Indian equities, expects the benchmark Nifty 50 to hit 24,000 points in the next …

Indian Stock Market Outlook: Earnings, Fed policy, other key factors that could influence investor sentiment in FY25
1 month ago

Indian Stock Market Outlook: Earnings, Fed policy, other key factors that could influence investor sentiment in FY25

Live Mint  

The Indian market is currently undergoing a corrective phase, impacted by the rise in the dollar index following Donald Trump's victory in the 2024 US Presidential elections, along with continuous outflows from foreign investors and the Middle East crisis. Here's a look at key market drivers for the rest of FY25, as per market analysts: Prospects for Government Spending and …

Delhivery Q2 results 2024 on 15 Nov, 2024: profit at ₹10.2Cr, Revenue increased by 12.77% YoY
Trending News
1 month, 1 week ago

Delhivery Q2 results 2024 on 15 Nov, 2024: profit at ₹10.2Cr, Revenue increased by 12.77% YoY

Live Mint  

Delhivery Q2 Results 2024:Delhivery declared their Q2 results on 14 Nov, 2024, showcasing a topline increase of 12.77% year-on-year. Despite the positive quarterly results, Delhivery has faced challenges in the stock market, delivering a return of -6.6% in the past week, -26.59% over the last six months, and -15.08% year-to-date. The consensus recommendation as of 15 Nov, 2024, is to …

Can the Indian stock market bounce back in November or is the downward trend here to stay?
1 month, 2 weeks ago

Can the Indian stock market bounce back in November or is the downward trend here to stay?

Live Mint  

Indian stocks are currently experiencing one of the bleakest days in recent history, as a convergence of global and domestic factors continues to weigh heavily on investor sentiment, pushing the frontline indices to fresh monthly lows. In its interim review of the Q2 FY25 earnings season, Motilal Oswal reported that earnings growth among the 166 companies it monitors declined by …

Indian Stock Market on the Brink of a Selloff: Experts Weigh in
Trending News
1 month, 3 weeks ago

Indian Stock Market on the Brink of a Selloff: Experts Weigh in

Live Mint  

Indian stock market falls as FII sell equities worth ₹81,000 crore in October. Experts believe muted returns due to ongoing Middle East crisis, slowdown in the Indian economy, rising borrowing costs, and persistent inflationary pressures will impact market performance. The RBI's MPC meeting in the first week of December and US elections in November will also influence market movements. While …

Indian Stock Market: A Glimpse into the Future
2 months ago

Indian Stock Market: A Glimpse into the Future

Live Mint  

The Indian stock market is expected to witness double-digit earnings growth over the next four to five years, with small-cap earnings expected to grow even faster. However, short-term market volatility remains a concern due to factors such as increased fluctuations, foreign institutional investor (FII) selling, and geopolitical events. Despite these challenges, the strong corporate fundamentals and robust external balances provide …

Economic Survey 2023-24: Capital markets becoming prominent in India's growth story
5 months ago

Economic Survey 2023-24: Capital markets becoming prominent in India's growth story

The Hindu  

“Capital markets are becoming more prominent in India’s growth story, with an expanding share in capital formation and investment landscape on the back of technology, innovation and digitisation,” according to the Economic Survey 2023-24 tabled in Parliament on July 22. “Despite heightened geopolitical risks, rising interest rates and volatile commodity prices, Indian capital markets have been one of the best …

Economic Survey praises Indian stock markets: ‘Exemplary performance’
5 months ago

Economic Survey praises Indian stock markets: ‘Exemplary performance’

Hindustan Times  

India's growth story is powered by the capital market as there is an increased share in capital formation and investment landscape owing to advances in technology, innovation and digitisation, the Economic Survey 2023-24 tabled in Parliament noted. Even heightened geopolitical risks, rising interest rates and volatile commodity prices could not stop the Indian stock markets which have been one of …

Stock Markets Next Week: Budget, Earnings, Global Trends To Drive Share Market
5 months ago

Stock Markets Next Week: Budget, Earnings, Global Trends To Drive Share Market

News 18  

The outcome of the Union Budget, quarterly earnings from corporates and global trends are the major factors to drive stock market sentiments this week, analysts said. Budget 2024 Date “The upcoming Union Budget on July 23, 2024, has become the next focal point for the market, with high expectations for growth-oriented policies. “Market sentiment will be closely monitored by observing …

Looking for high-growth stocks? Here are the 5 companies to track
5 months, 1 week ago

Looking for high-growth stocks? Here are the 5 companies to track

Live Mint  

The simple things are often overlooked, no matter the field. The company’s management aims to achieve ₹32 billion in organic sales by FY26, supplemented by approximately ₹4 billion from inorganic acquisitions, targeting an overall growth rate of 21% over the years. From 2020 to 2024, sales increased at a compounded annual growth rate of 23%, and net profits rose by …

PM Modi says stock markets will hit record high on 4th June: Should you invest more?
6 months, 3 weeks ago

PM Modi says stock markets will hit record high on 4th June: Should you invest more?

Live Mint  

In an interview given to a business daily, the honourable Prime Minister Narendra Modi said that the stock markets will hit record highs on 4th June 2024. He is confident that on 4th June, the BJP will hit a record number of Lok Sabha seats, and the stock market will also hit new record highs. After listening to the Prime …

Stock market outlook: Expect no deep and prolonged correction; Nifty may see low-teen upside by March 2025: UBS
7 months, 1 week ago

Stock market outlook: Expect no deep and prolonged correction; Nifty may see low-teen upside by March 2025: UBS

Live Mint  

The Indian stock market is witnessing a sharp correction and the benchmark Nifty 50 index has dropped more than 4% from its record high level. Indian equities are likely to trade with a downward bias ahead of general elections results, but analysts do not expect a prolonged correction with the market expected to offer buy-on-dip opportunities. Premal Kamdar, Analyst at …

Sensex 150 points lower, Nifty below 22,450: Will downward trend continue? What to expect next?
8 months, 3 weeks ago

Sensex 150 points lower, Nifty below 22,450: Will downward trend continue? What to expect next?

Hindustan Times  

Stock market today: Indian equity indices opened marginally lower today after hitting a fresh record high in the previous session on April 1. The downward trend came amid declines in IT and financial stocks as BSE Sensex traded 166 points or 0.22% lower at 73,848 while Nifty50 was at 22,432, down 30 points or 0.13%. Asian markets opened higher as …

Good Friday 2024: Is Indian stock market shut tomorrow?
8 months, 3 weeks ago

Good Friday 2024: Is Indian stock market shut tomorrow?

Live Mint  

The Indian stock market will remain closed on Friday, March 29, on account of Good Friday 2024. Trading at currency derivatives segments and commodity derivatives segments will also remain suspended at the Indian stock market on Friday this week. Stock market holidays 2024 After Friday, March 29, the Indian stock market will remain closed on April 11 for Id-Ul-Fitr and …

Moody's raises India's 2024 growth forecast to 6.8%
9 months, 2 weeks ago

Moody's raises India's 2024 growth forecast to 6.8%

The Hindu  

Global rating agency Moody's on March 4 raised India's growth forecast for 2024 calendar year to 6.8%, from 6.1% estimated earlier, on the back of 'stronger-than-expected' economic data of 2023 and fading global economic headwinds. “Capital spending by the government and strong manufacturing activity have meaningfully contributed to the robust growth outcomes in 2023,” Moody’s Investors Service said. India is …

Corporate India Revenues Grow Over 3% In Dec Quarter
9 months, 3 weeks ago

Corporate India Revenues Grow Over 3% In Dec Quarter

Deccan Chronicle  

Chennai: Indian companies reported 3.7 per cent growth in aggregate revenues along with margin expansion in the December quarter. However, this softening of input costs along with operating leverage benefits helped the companies witness an expansion of operating profit margin by 171 bps to 17.2 per cent. Nevertheless, input costs remain elevated over historic levels, and as a result, India …

Stretched valuations could weigh on Indian stock market returns in 2024: CLSA
11 months, 2 weeks ago

Stretched valuations could weigh on Indian stock market returns in 2024: CLSA

Live Mint  

The valuations of the Indian stock market seem not only stretched, but India has become the most expensive large market in the world, which may weigh on returns this year, cautions foreign brokerage firm CLSA. In a report, CLSA noted that Indian equities started 2024 amid extreme bullish sentiment, with top-decile valuations and a record discount to debt yields. The …

Year Ender 2023: Small Stocks Give Big Returns To Investors, Lead Bull Run
11 months, 4 weeks ago

Year Ender 2023: Small Stocks Give Big Returns To Investors, Lead Bull Run

News 18  

Smaller stocks have emerged as Dalal Street’s favourites in 2023 that has turned out to be a ”great year” for equities, rewarding investors with big gains, driven by optimism over the country’s macroeconomic fundamentals and heavy retail investors participation. Till December 22 this year, the BSE smallcap gauge has jumped 13,074.96 points or 45.20 per cent while the midcap index …

Diwali 2023: New growth cycle on horizon for small, midcaps, says Yes Securities
1 year, 1 month ago

Diwali 2023: New growth cycle on horizon for small, midcaps, says Yes Securities

Live Mint  

Stock market today: As we celebrate Diwali 2023, a look back at the Indian stock market performance in the last Samvat Year shows optimism and resilience. Amar Ambani, Group President & Head – Institutional Equities, Yes Securities India noted that the optimism and resilience continued into Q2, with 240 out of 500 companies delivering a 42% YoY growth in Adjusted …

India’s GDP may expand by 7% in 2nd quarter of FY24: Experts
1 year, 1 month ago

India’s GDP may expand by 7% in 2nd quarter of FY24: Experts

Hindustan Times  

India’s gross domestic product may expand by nearly 7% in the second quarter of FY24 on sound economic fundamentals, exceeding the Reserve Bank of India’s October 6 estimate of 6.5%, but in line with governor Shaktikanta Das’s prediction on Tuesday, at least four experts said. Speaking at the Business Standard BFSI Insight Summit on Tuesday, Das said India’s economic growth …

FY23 GDP growth hits 7.2% after a strong Q4
1 year, 6 months ago

FY23 GDP growth hits 7.2% after a strong Q4

Hindustan Times  

The Indian economy grew at 7.2% in the fiscal year 2022-23, positively surprising most analysts and exceeding the government’s own projection of 7% GDP growth. GDP growth in the quarter ending March 2023 was 6.1%, which is a full percentage point higher than the median forecast of 5.1% by a Bloomberg poll of economists. While goods and services exports grew …

India's growth momentum likely to be sustained in 2023-24: RBI
1 year, 6 months ago

India's growth momentum likely to be sustained in 2023-24: RBI

India TV News  

On the back of sound macroeconomic policies and softer commodity prices, India's growth momentum is likely to be sustained in 2023-24 in an atmosphere of easing inflationary pressures, said the Reserve Bank's annual report released on Tuesday. It, however, added that slowing global growth, protracted geopolitical tensions and a possible upsurge in financial market volatility following new stress events in …

Mphasis Q4 results disappoint; analysts doubt FY24 revenue revival
1 year, 7 months ago

Mphasis Q4 results disappoint; analysts doubt FY24 revenue revival

Live Mint  

The market was not expecting fireworks from the March quarter results of Mphasis Ltd. “With limited visibility in a turnaround in the US interest rate cycle, we remain cautious on FY24 revenue growth and factor in flat year-on-year USD CC revenue growth, the weakest in our IT services coverage," said analysts at Motilal Oswal Financial Services Ltd. Little wonder then …

Indian manufacturing ends 2022 on a high: PMI data
1 year, 11 months ago

Indian manufacturing ends 2022 on a high: PMI data

The Hindu  

India’s manufacturing sector recorded its sharpest uptick in output in 13 months in December 2022, with new orders rising at the fastest pace since February 2021 even though selling prices surged more than input costs for the first time in two and a half years, as per the S&P Global India Manufacturing Purchasing Managers’ Index. With overall demand strong and …

FPIs end 2022 as net sellers in Indian stocks. What to expect in 2023?
1 year, 11 months ago

FPIs end 2022 as net sellers in Indian stocks. What to expect in 2023?

Live Mint  

Foreign portfolio investors settled the year 2022 as net sellers amidst macroeconomic concerns, rising interest rates trends, and geopolitical tension. As per NSDL data, FPIs were net buyers in December with an inflow of ₹11,119 crore in the equities. Dr.V K Vijayakumar, Chief Investment Strategist at Geojit Financial Services said, "As per NSDL data, FPIs have bought equity for ₹6254 …

2022 in review: Eight key factors that moved stock market this year
1 year, 11 months ago

2022 in review: Eight key factors that moved stock market this year

Live Mint  

December 30 was the first trading session of the January 2023 F&O expiry series, but the last trading session of year 2022. Despite geopolitical uncertainties, high global inflation and consistent selling by foreign investors in India, domestic flows remained resilient helping the benchmark indices hit new all-time highs this year. Global Inflation Global central banks had kept a loose monetary …

India growth to slow to 5.9% in 2023, says Goldman Sachs
2 years, 1 month ago

India growth to slow to 5.9% in 2023, says Goldman Sachs

The Hindu  

India’s economic growth in 2023 is expected to slow to 5.9%, from 6.9% in 2022, Goldman Sachs said in its India 2023 outlook report. In the second half, growth is likely to re-accelerate as global growth recovers, drag from net exports diminishes and investment cycle picks up,” Goldman Sachs said. Emphasising that India’s current account deficit would remain wide given …

Is there any silver lining for the markets amid current turmoil?
2 years, 6 months ago

Is there any silver lining for the markets amid current turmoil?

Business Standard  

The BSE Sensex and the Nifty50 indices rose for the first time in seven days yesterday, as markets looked to stabilise after last week’s blow. According to Motilal Oswal Financial Services, the MSCI India index has gained 7% in the past year whereas the MSCI emerging market index has corrected 22%. Naveen Kulkarni, Chief Investment Officer, Axis Securities says DIIs …

Market Outlook for 2022: High Valuations, Tight Measures to Affect Markets This Year
2 years, 11 months ago

Market Outlook for 2022: High Valuations, Tight Measures to Affect Markets This Year

News 18  

Two factors, easy money policy and strong inflows from both FIIs & retail investor helped for a strong equity performance in 2020 and 2021. Rise in retail investors, was a global phenomenon, led by fiscal household policy, rise in low-cost and research supported platforms, bounce in secondary and primary market. It is a progressive learning from the long-term investment pattern, …

Decoded | What's behind D-Street's stellar performance since 2020
3 years, 4 months ago

Decoded | What's behind D-Street's stellar performance since 2020

India Today  

Indian stock markets have been enjoying a stellar run since 2021 and are performing even better this year. Read | Sensex, Nifty at record high: How investors are benefiting from strong market rally So, how have the benchmark stock market indices performed so well despite the dismal state of economic recovery? Let’s find out: FACTORS BEHIND STELLAR RUN Since last …

BJP’s three-fold economic challenge in the run-up to 2024
3 years, 5 months ago

BJP’s three-fold economic challenge in the run-up to 2024

Hindustan Times  

The cabinet reshuffle on July 7 comes almost at the half-way point of the second term of the Modi government. The reshuffle has come on the back of a series of adverse events for the Bharatiya Janata Party -led government: India’s largest ever economic contraction in 2020-21, a devastating second wave of the Covid-19 pandemic, a shock defeat for the …

From a pandemic-induced recession to a vaccine-led resurgence, the shift is on
3 years, 9 months ago

From a pandemic-induced recession to a vaccine-led resurgence, the shift is on

Live Mint  

Our journey into 2021 has commenced on a bright note, with most of our conversations now revolving around vaccines and lives returning to complete normalcy. The year 2020 was a blur which involved most of us being confined to the spaces of our homes as the pandemic ensured lockdowns, the fear of an intermittent recession converting into a full blown …

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