Indian stock market likely to bounce back in second half of 2025, predicts Emkay; lists top stocks to buy
1 month, 1 week ago

Indian stock market likely to bounce back in second half of 2025, predicts Emkay; lists top stocks to buy

Live Mint  

Indian equity markets are expected to face near-term weakness and heightened volatility in the first quarter of 2025, but a recovery is anticipated in the second half of the year, according to Emkay Institutional Equities, a division of Emkay Global Financial Services. Corporate Earnings Outlook According to Emkay, the earnings downgrade cycle is nearing its end, with consensus Nifty estimates for FY26 already adjusting downward by 3.9 per cent since January 2025. Providing insights on the market outlook, Nirav Sheth, CEO - Institutional Equities, Emkay Global Financial Services, said, "Markets tend to over-react and overextend on both the upside and the downside. Adding to this perspective, Seshadri Sen, Head of Research and Strategist – Institutional Equities, Emkay Global Financial Services, emphasise that despite short-term headwinds, the structural investment case for India remains intact.

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