Motilal Oswal, Jeffries, Goldman Sachs: 2025 sector overweights
1 week, 2 days ago

Motilal Oswal, Jeffries, Goldman Sachs: 2025 sector overweights

Live Mint  

This year has been qutie good for investors. Real estate India’s real estate sector has been a star performer the last two years, with the Nifty Realty index surging 82% in 2023 and 36% in 2024. Motilal Oswal is bullish on Macrotech’s presence in luxury real estate and has set a target share price of ₹1,770, reflecting a potential upside of 25% from the stock’s 27 December share price of ₹1,441. Goldman Sachs is ‘overweight’ on CE Info Systems Ltd, Jefferies on Infosys Ltd, Tata Consultancy Services Ltd, and Coforge Ltd, and Motilal Oswal on HCL Technologies Ltd. Motilal Oswal has revised its FY25 growth forecast for HCLTech to 3.5-5% to account for strong deal wins and leadership in next-gen platforms. Goldman Sachs remains ‘overweight’ on the auto sector as it expects SUV premiumisation to continue, electric 2-wheeler demand to recover, and exports to pick up.

India Real Estate Growth Consumer Stocks Auto Nifty 2024 2025 Estate Real Sector Sectors Oswal This Article Goldman Sachs Jefferies Goldman Sachs Overweight Macrotech Motilal Oswal Motilal Consumer Durables  jeffries  sachs  overweights  overweight  auto  sectors  2025  2024  sector  growth  estate  consumer  stocks  goldman  oswal  real  motilal

History of this topic

Real estate stocks extend their winning run to the 2nd year; Oberoi Realty surges 60%
6 days, 20 hours ago

Real estate stocks extend their winning run to the 2nd year; Oberoi Realty surges 60%

Live Mint  

Indian real estate stocks continued their bull run for the second consecutive year in 2024, as developers posted strong performance across key operational metrics, including bookings, collections, operating cash flow, and new business development, amid growing demand for residential projects with luxury and ultra-luxury segments emerged as key drivers of this growth. Although housing sales across the top seven cities …

Housing prices may see modest growth in 2025, says property experts
1 week ago

Housing prices may see modest growth in 2025, says property experts

Live Mint  

New Delhi, Jan 1 India's primary housing market may register a modest single-digit price rise in 2025 after appreciating by an average 21 per cent last year as developers are expected to boost new supply to match up demand, according to industry experts. Anarock Chairman Anuj Puri expects the housing market to "stabilise" in 2025, with muted growth in prices …

Outlook 2025: Nifty target pegged at 26,300; FMCG, defence, among top high-growth sectors for 2025
1 week, 1 day ago

Outlook 2025: Nifty target pegged at 26,300; FMCG, defence, among top high-growth sectors for 2025

Live Mint  

Outlook 2025: Indian equities were buoyant amid a challenging and eventful year with higher volatility. Domestic equity benchmarks Nifty 50 and Sensex rose 8.8 per cent and 8.2 per cent, respectively, logging their ninth straight year of gains. "We forecast a base target of 26,300 for December 2025, suggesting a moderate return of 10 per cent year-on-year supported by expected …

Navigating the future: Real estate sector insights by Raja Venkatraman—30 December
1 week, 3 days ago

Navigating the future: Real estate sector insights by Raja Venkatraman—30 December

Live Mint  

The Indian real estate sector is witnessing a bullish phase, fuelled by strong demand in key cities like Bangalore, Hyderabad, and Mumbai. View Full Image The recent market-wide volatility, driven by the Nifty's correction, has done little to shake the Indian real estate sector's strength. Three stocks from the real estate sector to buy, recommended by NeoTrader’s Raja Venkatraman: • …

Market Strategy: Overweight on banks, IT, selective in small, midcaps; Zomato, ICICI Bank among top picks: Motilal Oswal
2 weeks, 3 days ago

Market Strategy: Overweight on banks, IT, selective in small, midcaps; Zomato, ICICI Bank among top picks: Motilal Oswal

Live Mint  

The Indian stock market is set to conclude calendar year 2024 on a strong footing, with benchmark indices Sensex and Nifty 50 delivering over 8% year-to-date returns, marking their ninth consecutive year of gains. According to a note by Motilal Oswal Wealth Management, several factors contributed to the heavy FII outflows, including moderating corporate earnings, elevated valuations in mid-cap and …

Goldman Sachs Sees Nifty Reaching 27,000 In 2025, Bullish On Housing, Agriculture, Defence Stocks
2 weeks, 5 days ago

Goldman Sachs Sees Nifty Reaching 27,000 In 2025, Bullish On Housing, Agriculture, Defence Stocks

ABP News  

Goldman Sachs India 2025 Outlook: Goldman Sachs has shared its strategic outlook for Indian equities in 2025, highlighting significant growth potential in sectors such as housing, agriculture, defence, tourism, and the rapidly expanding affluent consumer market. We forecast MSCI India earnings growth of 12 per cent, 13 per cent, and 16 per cent for CY 2024, 2025, and 2026, respectively—slightly …

Stock market strategy: Goldman Sachs sets 12-month Nifty 50 target at 27,000; overweight on autos, telecom, insurance
1 month, 2 weeks ago

Stock market strategy: Goldman Sachs sets 12-month Nifty 50 target at 27,000; overweight on autos, telecom, insurance

Live Mint  

Indian equities are expected to remain resilient to global macroeconomic challenges such as a stronger US dollar, shallower easing in emerging markets, and potential US tariff hikes on China, according to Goldman Sachs’ latest report. Goldman Sachs projects India’s GDP growth to decelerate to 6.3% year-on-year in 2025, citing fiscal constraints and subdued credit growth. Stock Market Outlook Goldman Sachs …

Equity investments in real estate sector to surpass $10 billion in 2024: CBRE-CII report
1 month, 2 weeks ago

Equity investments in real estate sector to surpass $10 billion in 2024: CBRE-CII report

Hindustan Times  

Equity investments in Indian real estate may surpass $10 billion in 2024 on the back of strong inflows into built-up office space assets and a robust land acquisition pipeline for residential projects, according to a report by industry body CII and real estate consultant CBRE. "Overall equity investments in 2024 in the real estate sector are set to hit a …

Indian real estate expected to touch $1.5 tn by 2034; drive 15% of economic output: Knight Frank India - CII Report
8 months, 3 weeks ago

Indian real estate expected to touch $1.5 tn by 2034; drive 15% of economic output: Knight Frank India - CII Report

Hindustan Times  

The value of the Indian real estate sector will touch an estimated $1.5 trillion, constituting 15% of the total economic output by 2034. The residential market is expected to lead with a value of $906 billion, followed by the office sector contributing $125 billion, a report titled ‘Indian Real Estate: A Decade from Now’, Knight Frank India, in association with …

What real estate expects
1 year, 11 months ago

What real estate expects

The Hindu  

The real estate sector is among the large contributors to India’s GDP and the second largest employer in the country. As the real estate sector gears up to receive support from the Budget, an increase in tax exemption on interest paid on home loans, exemption on rental incomes, uniformity and expansion in the definition of affordable housing would be welcome. …

Motilal Oswal Real Estate raises Rs 1,150 cr; commits Rs 550 cr investment in 9 projects
4 years, 8 months ago

Motilal Oswal Real Estate raises Rs 1,150 cr; commits Rs 550 cr investment in 9 projects

Firstpost  

Motilal Oswal Real Estate has raised Rs 1,150 crore for its fourth realty fund from HNIs to invest in housing and commercial projects across six major cities, and has committed of around Rs 550 crore in nine projects from this fund, a senior company official said New Delhi: Motilal Oswal Real Estate has raised Rs 1,150 crore for its fourth …

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