Stock market strategy: How to build your equity portfolio in 2025? Here’s a guide
1 week, 1 day ago

Stock market strategy: How to build your equity portfolio in 2025? Here’s a guide

Live Mint  

The Indian stock market rose over just 8 per cent in 2024 but logged its ninth straight year of gains. He highlights diversification as a key step, advising investors to spread equity investments across various categories, such as large-cap, mid-cap, small-cap, and thematic funds, to mitigate risks associated with sectoral concentration. Ajit Mishra, SVP, Research, Religare Broking also underscored the value of a diversified portfolio comprising large-cap stocks for stability, mid-cap stocks for growth, and select small-cap stocks with strong fundamentals. Be Selective Pawan Bharaddia, Co-founder, Equitree Capital said to build a resilient portfolio in 2025, investors need to blend stable large-caps with high-potential small-cap investments—especially in manufacturing and engineering.

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History of this topic

Mint Quick Edit | Equity bounce: The market’s path ahead is hazy
6 days, 10 hours ago

Mint Quick Edit | Equity bounce: The market’s path ahead is hazy

Live Mint  

India’s equity market has got off to a promising start in 2025, with the BSE Sensex rising 2.3% in just the first two sessions of the year. Given the market’s recent weakness, optimists hope that the slide in prices over the past quarter has bottomed out. Though that’s still off its monthly mop-up peak of ₹2.1 trillion, a respectable year-end …

Improved earnings of Indian corporates set to drive returns in 2025: Report
Trending News
6 days, 23 hours ago

Improved earnings of Indian corporates set to drive returns in 2025: Report

Live Mint  

New Delhi, January 2 : Indian corporates are expected to witness an improved earnings in upcoming quarter which will drive in retuns in the new year, stated the Mirae Asset Mutual Funds stated in its Annual Market Outlook 2025 report. However, the report highlighted that despite higher valuations at the start of the year, equities did well with mid and …

Looking to invest in stocks in 2025? 9 picks for your portfolio this New Year
1 week, 2 days ago

Looking to invest in stocks in 2025? 9 picks for your portfolio this New Year

India Today  

As we step into 2025, many investors are looking for good stocks to add to their investment portfolio. Looking ahead to 2025, Axis Securities Limited has shared their top nine stock picks in a report. The stock cost Rs 672, and they expect it to reach Rs 860, giving a possible gain of 28%. City Union Bank Ltd came in …

Stock markets in 2025: What's next for Sensex and Nifty in the new year?
Trending News
1 week, 3 days ago

Stock markets in 2025: What's next for Sensex and Nifty in the new year?

India Today  

As the curtains close on 2024, Dalal Street reflects on a year of steady gains and record-breaking moments. Experts believe the year could bring fresh opportunities for investors, thanks to policy shifts, government spending, and innovation-driven growth across key sectors. The markets were volatile with multiple global events, a slowdown in the Indian economy, tighter liquidity conditions and delayed government …

Stocks to buy for long term: Bharti Airtel, Ambuja Cements, Cipla among Axis Securities’ New Year stock picks for 2025
1 week, 3 days ago

Stocks to buy for long term: Bharti Airtel, Ambuja Cements, Cipla among Axis Securities’ New Year stock picks for 2025

Live Mint  

The growth prospects of the Indian economy are likely to improve in the forthcoming quarters and the Financial Year 2026 is expected to be better than FY25, driven by fiscal tailwinds, private capex revival, and easing credit conditions post-CRR cuts, according to Axis Securities. Hence, bottom-up stock picking with a focus on ‘Growth at a Reasonable Price’ and ‘Quality’ would …

Indian stock markets: Navigating bullish trends, valuation risks, and what’s next in 2025
Trending News
1 week, 3 days ago

Indian stock markets: Navigating bullish trends, valuation risks, and what’s next in 2025

Live Mint  

The Indian stock market witnessed an eventful 2024. Liquidity and risks The primary driver behind the bullish 2024 market was robust liquidity, fuelled by retail investors and high-net-worth individuals through direct investments, mutual funds, portfolio management services, and family offices. Read this | 2024: A year of IPO boom as retail interest zooms The Nifty’s price-to-earnings ratio, a key indicator …

Stock market this week: Top 5 stocks with the biggest gains and losses
1 week, 5 days ago

Stock market this week: Top 5 stocks with the biggest gains and losses

Live Mint  

Top News The mutual fund industry witnessed a remarkable surge in Systematic Investment Plan contributions, reaching an all-time high of ₹25,320 crore in November. Despite market fluctuations, SIPs continue to attract investors due to their affordability, compounding benefits, and ability to mitigate risks through periodic investments. Feroze Azeez, Deputy CEO, Anand Rathi Wealth Limited, offers a positive outlook for FY …

Positive on Indian stock market’s long-term potential; overweight in pharma, IT, auto, says Devina Mehra of First Global
1 week, 5 days ago

Positive on Indian stock market’s long-term potential; overweight in pharma, IT, auto, says Devina Mehra of First Global

Live Mint  

Devina Mehra, the chairperson, managing director and founder of First Global, expresses optimism regarding the long-term outlook for mainstream stocks and indices of the Indian stock market. People say that they are conservative investors and would be happy with only 25-30 per cent returns, and they only want a tripling every three years. For risk management purposes, we are super …

Outlook 2025: Cautiously optimistic on India stock market, Nifty 50 valuations suggest modest upside, says Dhiraj Relli
1 week, 5 days ago

Outlook 2025: Cautiously optimistic on India stock market, Nifty 50 valuations suggest modest upside, says Dhiraj Relli

Live Mint  

The Indian stock market outlook for 2025 remains cautiously optimistic as the Nifty 50 valuations suggest modest upside potential, said Dhiraj Relli, MD & CEO at HDFC Securities. Foreign portfolio investors may find better return opportunities in other markets, particularly in light of the growth slowdown in India, which has reached a seven-quarter low. Currently, the Nifty 50 index is …

Investing in 2025: How often should you rebalance your portfolio?
2 weeks ago

Investing in 2025: How often should you rebalance your portfolio?

Live Mint  

Mumbai: It’s that time of year when people plan fresh starts. Rebalancing investments Probitus Wealth founder Kavitha Menon suggested that investors consider making fresh investments before exiting investments and incurring a capital gains tax. For instance, if you feel the markets are overvalued and want to trim your exposure to equities, you can start by cutting down on your systematic …

Indian stock market: Lessons for investors from 2024 and risks ahead for 2025
2 weeks, 2 days 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 …

Market outlook 2025: What key triggers and challenges will shape the Indian stock market next year?
Trending News
2 weeks, 2 days 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 …

Five key investing lessons for stock market investors from 2024
2 weeks, 6 days ago

Five key investing lessons for stock market investors from 2024

Live Mint  

2024 has been a year of twists and turns for investors, marked by volatile markets, geopolitical events and evolving global dynamics. While volatile times offer opportunities to accelerate investments, simply staying consistent can also be a powerful strategy for long-term wealth creation. Your 2025 roadmap: India’s economic fundamentals suggest sustained growth, offering investors immense growth potential. ‘Bionic Is In’ and …

India File: In 2025, stock markets face a glass half full
3 weeks, 1 day ago

India File: In 2025, stock markets face a glass half full

Live Mint  

By Ira Dugal This was originally published in the India File newsletter, which is issued every Tuesday. Write to me at [email protected] This week in asia ** South Korea's acting president moves to reassure allies, calm markets after Yoon impeachment ** China eyes negotiations as Trump threatens new tariffs ** BOJ's rate hike plans clouded by small firms' wage woes …

Indian stock markets review 2024: A tale of two halves
Trending News
1 month 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?
1 month 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 …

Stocks to buy: JM Financial cherry picks 39 stocks amid FII-led stock market crash
1 month, 2 weeks ago

Stocks to buy: JM Financial cherry picks 39 stocks amid FII-led stock market crash

Live Mint  

Stocks To Buy: The Nifty 50 has seen a sharp correction, falling almost 11 per cent from its September 2024 peak, driven primarily by sustained outflows from foreign institutional investors and concerns over underwhelming corporate earnings. Market Correction and Stock Recommendations JM Financial noted that during this market correction, 21 per cent of the stocks within its coverage universe have …

Navigating the Ups and Downs: A Strategic Guide for Indian Investors
2 months, 2 weeks ago

Navigating the Ups and Downs: A Strategic Guide for Indian Investors

Live Mint  

Indian markets remain largely unfazed by recent economic news, continuing to push valuations higher. While some positive news exists, higher valuations mean that future returns may not be as attractive, and downside risks are elevated. Investors should pause and assess their approach to ensure their portfolios are positioned for both opportunity and risk.

These are the five fastest-growing Indian stocks
6 months, 3 weeks ago

These are the five fastest-growing Indian stocks

Live Mint  

Investors are always looking for stocks with exceptional growth potential, particularly those capable of accelerating revenue growth and profitability. Strong distribution networks in India and abroad have helped the company clock impressive sales growth of 15.5% in the past five years. Sales grew at a CAGR of 12.1% in the past five years due to a growing share of the …

Unlock the formula: Dos and don’ts for new investors in 2024
11 months, 3 weeks ago

Unlock the formula: Dos and don’ts for new investors in 2024

Live Mint  

Investing in the ever-evolving financial landscape can be both thrilling and daunting, especially for new investors stepping into the arena in the dawn of 2024. Here are a few dos and don'ts I give my thumbs up which helps and guides new investors in making informed decisions and navigating the complexities of the investment landscape. Start with a plan: Develop …

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

2024 will be an eventful year for equity markets
1 year ago

2024 will be an eventful year for equity markets

Deccan Chronicle  

Mumbai: The year 2024 will be eventful for the stock market with several big dates already lined up like the Lok Sabha election in the first half, the Union Budget, and RBI's rate cuts in the second half of the year. In 2024 debt investment returns could match or even go higher compared to equity with rate cuts and Indian …

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

Investors Lose Rs 6.36 Lakh Crore in Market Sell-off Today; Time to Rejig Your Portfolio?
2 years, 7 months ago

Investors Lose Rs 6.36 Lakh Crore in Market Sell-off Today; Time to Rejig Your Portfolio?

News 18  

A day after Wall Street witnessed its worst one-day sell-off since June 2020, the domestic indices ended in a deep sea of red on the weekly F&O expiry session. Its broader peer NSE Nifty50 shed 430.90 points or 2.65 per cent to post its worst day since February 24, 2022, and close near the 15,809.40 mark. Currently, long-term investors could …

Stock Recommendation: Buy These 4 Small-Cap Stocks To Get Up To 83% Returns Amid Rising Inflation
2 years, 7 months ago

Stock Recommendation: Buy These 4 Small-Cap Stocks To Get Up To 83% Returns Amid Rising Inflation

News 18  

After an extreme bearish tone last week, the Indian market is once again set to begin a roller coaster ride this week. Rating Buy |CMP Rs 308 |Target Price Rs 485 |Upside 57 per cent Suprajit Engineering, is the largest supplier of automotive cables to the domestic OEMS with presence across both 2Ws and PVs. Sobha Limited Rating Buy |CMP …

Will Indian stock markets continue to deliver strong returns in next Samvat? Key risks to watch out for
3 years, 2 months ago

Will Indian stock markets continue to deliver strong returns in next Samvat? Key risks to watch out for

Live Mint  

Samvat 2077 started off with a robust bull run led by outperformance in the broader market. Analysts further said that it will be unfair to assume that the benchmark indices will deliver similar returns in the short term given indices have rallied significantly in the last year. A carefully constructed portfolio which harnesses the tailwinds, which the Indian economy is …

A portfolio should be diversified and well-balanced to suit all your needs
4 years, 6 months ago

A portfolio should be diversified and well-balanced to suit all your needs

Live Mint  

My wife and I have eight goals like education, child’s wedding, retirement, emergency corpus and perpetual travel amounting to investments of around ₹1 lakh per month. Should we build a basket of mutual funds consisting of debt, equity and multi-caps for each goal or should we just choose one fund for one goal. For example, a very long-term portfolio could …

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