Adopt long-term approach to ride out short-term volatility; BFSI ‘attractive’ for 2025: Mohit Batra
2 weeks, 3 days ago

Adopt long-term approach to ride out short-term volatility; BFSI ‘attractive’ for 2025: Mohit Batra

Live Mint  

Expert View: The Indian stock market's performance in 2024 was notably positive, with the domestic equity benchmarks Sensex and Nifty 50 logging gains of nearly nine per cent each. Several triggers, including new global trade patterns, higher tariffs, and shifts in domestic monetary policy, are expected to impact stock market sentiment in the coming year. Before the Indian stock market enters the new year 2025, Dr Mohit Batra, Founder of MarketsMojo, said in an interview with Mint's Nikita Prasad that 2025 would likely present a more challenging investment landscape and that investors must adopt a long-term perspective amid bouts of volatility. After underperforming in the last two years' market rallies, BFSI valuations have become attractive, paving the way for increased inflows, particularly in private sector banks.

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Indian stock market falls in 6 of 9 sessions in January: How should you rejig your portfolio now?
Trending News
1 day, 20 hours ago

Indian stock market falls in 6 of 9 sessions in January: How should you rejig your portfolio now?

Live Mint  

After delivering moderate returns in 2024, Indian markets have lost 2.3 per cent in January 2025 so far. Divam Sharma, Founder and Fund Manager at Green Portfolio PMS, stressed the need for investors to recalibrate their approach in light of uncertainties arising from global economic pressures, government policy shifts, and technological advancements. “While large-cap stocks could face global headwinds, mid-cap …

These five beaten-down stocks could be massive winners in 2025
1 day, 21 hours ago

These five beaten-down stocks could be massive winners in 2025

Live Mint  

The Indian stock market has been anything but predictable in recent months, with many stocks in the BSE 500 index falling to 52-week lows. The company projects 15% volume growth in FY25, supported by favourable market conditions, with margins expected to be between 12% and 14% with potential upside from further PVC price increases. Compared to a profit of ₹5 …

Indian Stock Market 2025: Balancing challenges with strong growth prospects
6 days, 19 hours ago

Indian Stock Market 2025: Balancing challenges with strong growth prospects

Live Mint  

In 2024, the Indian stock market delivered decent returns to investors, with the BSE Sensex rising by 8.17% and the National Stock Exchange Nifty50 climbing 8.8%. This was despite numerous challenges throughout the year, including heavy selling by foreign institutional investors, weak corporate results in the second quarter, unfavourable weather conditions, geopolitical tensions between Iran and Israel, as well as …

Mint Quick Edit | Equity bounce: The market’s path ahead is hazy
1 week, 5 days 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 …

2025 Outlook: JP Morgan projects small gains for EM equities in 2025, remains overweight on India, cautious on China
2 weeks, 1 day ago

2025 Outlook: JP Morgan projects small gains for EM equities in 2025, remains overweight on India, cautious on China

Live Mint  

Market Outlook: The emerging markets posted decent returns for 2024, with most regional stock markets up for the year. The MSCI's gauge for the emerging market stocks is set to end the year 5% higher, suggested a Reuters report, with Singapore set for a 17% annual rise, its best since 2017 and Kuala Lumpur stocks poised to post the best …

2024 in review: From General Elections to Yen carry trade unwind — 5 key events that impacted stock market investors
2 weeks, 1 day ago

2024 in review: From General Elections to Yen carry trade unwind — 5 key events that impacted stock market investors

Live Mint  

The year 2024 was an eventful period for the Indian stock market. As we welcome the year 2025, here are five significant events that hugely impacted the stock market investors' sentiment in 2024. Yen carry trade unwinding The Bank of Japan made a significant policy shift by adjusting its stance on interest rates on August 5, 2024. Explaining the possible …

Stock market in January 2025: Will investors face a tough start to the year?
Trending News
2 weeks, 1 day ago

Stock market in January 2025: Will investors face a tough start to the year?

India Today  

Stock markets have seen a downward trend in the latter part of December 2024 and Dalal Street's performance in January 2025 is under close watch as a series of major global and domestic events are expected to influence investor sentiment. INVESTOR CAUTION AHEAD OF MAJOR EVENTS Market experts are advising caution for January 2025, given the confluence of global and …

Stock markets in 2025: What's next for Sensex and Nifty in the new year?
Trending News
2 weeks, 1 day 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 …

Indian stock markets: Navigating bullish trends, valuation risks, and what’s next in 2025
Trending News
2 weeks, 2 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 Picks for 2025: HDFC Bank to Senco Gold— Religare Broking suggests THESE six stocks to ‘accumulate’ for long-term
2 weeks, 3 days ago

Stock Picks for 2025: HDFC Bank to Senco Gold— Religare Broking suggests THESE six stocks to ‘accumulate’ for long-term

Live Mint  

Stocks picks for 2025: The Indian stock market's performance in 2024 has been notably positive, with significant gains across major indices. Analysts at domestic brokerage Religare Broking say investors should focus on accumulating fundamentally strong stocks during market dips, particularly those with solid balance sheets and growth potential, to navigate fluctuations. In the current market scenario, Religare Broking has released …

Outlook 2025: Cautiously optimistic on India stock market, Nifty 50 valuations suggest modest upside, says Dhiraj Relli
2 weeks, 4 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 …

Correction risks loom, says Ajit Mishra of Religare Broking, suggests THESE banking, IT stocks to buy
2 weeks, 6 days ago

Correction risks loom, says Ajit Mishra of Religare Broking, suggests THESE banking, IT stocks to buy

Live Mint  

Expert view: Indian investors should be prepared for market volatility and expect modest growth from the Indian stock market, says Ajit Mishra, SVP of research at Religare Broking. He adds the domestic market will likely shift into a consolidation or modest growth phase, with potential corrections driven by external shocks or valuation pressures. Markets will likely shift into a consolidation …

Indian stock market: Lessons for investors from 2024 and risks ahead for 2025
3 weeks, 1 day 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
3 weeks, 1 day 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 …

Goldman Sachs Sees Nifty Reaching 27,000 In 2025, Bullish On Housing, Agriculture, Defence Stocks
3 weeks, 4 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 …

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

Prepare for a weaker, volatile rupee in 2025
1 month ago

Prepare for a weaker, volatile rupee in 2025

New Indian Express  

The rupee has been under pressure ever since Donald Trump has won the US presidential election, triggering capital outflow from India. Trump’s economic policies are likely to stoke higher inflation resulting in higher bond yields in the US. The capital outflow from Indian and other emerging markets has also been caused by the expectation that Trump’s policies will benefit the …

Morgan Stanley sees Sensex at 93,000 by 2025 end, remains bullish on India’s long-term growth
1 month ago

Morgan Stanley sees Sensex at 93,000 by 2025 end, remains bullish on India’s long-term growth

Live Mint  

As the calendar turns to 2025, India's equity market continues to maintain a positive trajectory, buoyed by strong fundamentals and a degree of insulation from global economic turbulence. Despite a 6 per cent correction in Indian benchmarks the Sensex and Nifty from recent highs, triggered by substantial foreign institutional investor sell-offs in October, Morgan Stanley remains optimistic about the country’s …

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

What’s next for investors after US elections? Here are key trends that could shape final days of 2024
1 month, 3 weeks ago

What’s next for investors after US elections? Here are key trends that could shape final days of 2024

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. Here's what they expect markets to focus on next: US Federal Policies and Global Geopolitical Tensions Sonam Srivastava of Wright Research advised investors to closely follow the U.S. Federal Reserve’s interest rate decisions, …

Trump’s Return: Key focus on trade and fiscal policies after US Election 2024 win, says Nuvama
2 months, 1 week ago

Trump’s Return: Key focus on trade and fiscal policies after US Election 2024 win, says Nuvama

Live Mint  

With Donald Trump poised to make a comeback to the White House, two specific areas of policy making require careful observation—trade policy and fiscal policy, according to a report from brokerage firm Nuvama Institutional Equities. Following Donald Trump's victory over Kamala Harris in the tightly contested 2024 US Presidential Election, Nuvama also said that it is premature to evaluate the …

US Election Results: 4 key factors that may impact Indian stock market as Trump eyes return to the White House
2 months, 1 week ago

US Election Results: 4 key factors that may impact Indian stock market as Trump eyes return to the White House

Live Mint  

Indian stock market's benchmark indices, Sensex and Nifty 50, rallied over 1% on Wednesday in response to the US election results 2024, which indicate a likely victory for Republican candidate and former President Donald Trump over Democratic candidate Kamala Harris. Foreign brokerage Nomura predicts that India may emerge as a relative beneficiary under Trump’s policies due to its domestic demand-driven …

US Presidential Elections 2024: Market impact and trading strategies by Gurpreet Sidana, CEO, Religare Broking
2 months, 1 week ago

US Presidential Elections 2024: Market impact and trading strategies by Gurpreet Sidana, CEO, Religare Broking

Live Mint  

US Presidential Elections 2024: The U.S. election outcome is likely to influence Indian equity markets primarily through trade policies, foreign investment and currency movements, said Gurpreet Sidana, CEO, Religare Broking. Additionally, shifts in U.S. monetary policy, such as potential interest rate changes, could impact global capital flows, with tighter policies potentially leading to outflows from emerging markets like India. While …

US Election 2024: How will Donald Trump’s win impact the Indian stock market? Chris Wood shares his views
5 months, 4 weeks ago

US Election 2024: How will Donald Trump’s win impact the Indian stock market? Chris Wood shares his views

Live Mint  

Chris Wood, Global Equity Strategist of Jefferies, believes Donald Trump's return as the US President will be positive for equities. According to CNBC-TV18, Wood believes that Trump's first action would likely be to extend the tax cuts, which would be positive for equities. "Emerging saving schemes which courage equity investments is a long-term positive story, but in recent months, there …

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 …

Five key trends that will affect India’s economy in 2023
2 years ago

Five key trends that will affect India’s economy in 2023

Live Mint  

After two tumultuous years, finally we will be ending 2022 with some optimism. 'Bid to sully India’s tag as pharmacy of the world' 'EVs won’t need sops once market share surges' 2023 brings hope for FMCG companies Global headwinds to accentuate: With global GDP growth slowing to 2.7% in 2023 from 3.2% in 2022, the Indian economy cannot remain immune. …

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

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