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 yearly gain since 2010. Emerging Market Equities: A Cautious Outlook for 2025 Going into 2025, JP Morgan sees modest gains for EM equities against the backdrop of global policy uncertainties, a robust US dollar, and limited scope for easing within EMs. In equities, JP Morgan expressed an overweight stance on India and the UAE within emerging markets, Japan's banks, and US industries. Commodities and Credit Strategies JP Morgan also shared its insights on commodities and credit markets: Gold: Recommended as a long position due to its macroeconomic resilience across scenarios.

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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 …

Indian Stock Market 2025: Balancing challenges with strong growth prospects
6 days, 20 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 …

India’s share in global market capitalization eases from all-time high
1 week, 4 days ago

India’s share in global market capitalization eases from all-time high

Live Mint  

The last few months of 2024 saw some turbulence in global equity markets due to various factors, leading to a correction in stocks. India’s share in global market capitalization has dipped to 4.2% in December from its August peak of 4.6%, as global equity markets faced turbulence, showed an analysis by Motilal Oswal Financial Services Ltd. The good part is …

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 …

Improved earnings of Indian corporates set to drive returns in 2025: Report
Trending News
1 week, 5 days 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 …

Mint Primer | Happy New Year: How stocks may swing in 2025
1 week, 6 days ago

Mint Primer | Happy New Year: How stocks may swing in 2025

Live Mint  

The Nifty 50 ended 2024 on a sobering note with just 9% returns, after 19% in 2023. A strong pickup in demand for consumer durables like air conditioners, refrigerators and washing machines led Blue Star and Voltas to offer 128% and 84%, respectively, returns last year. With white goods sales likely to remain strong along with support from the government …

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

Stock Market In 2024: Indices Remain Behind Global Counterparts, Yet Deliver Strong Returns For Investors
Trending News
2 weeks, 1 day ago

Stock Market In 2024: Indices Remain Behind Global Counterparts, Yet Deliver Strong Returns For Investors

ABP News  

The domestic stock markets in 2024 witnessed a major roller coaster ride. Despite the challenges seen by the markets in the final quarter of 2024, investors saw strong yields from the year as midcap and smallcap stocks outperformed resulting in great returns for traders. This correction was also the third major decline seen by the markets since the COVID-19 pandemic …

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 …

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 …

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 …

ICICI Securities, Motilal Oswal, JM Financial: Top stock picks for 2025
2 weeks, 6 days ago

ICICI Securities, Motilal Oswal, JM Financial: Top stock picks for 2025

Live Mint  

The calendar year is coming to an end with Nifty 50 seeing a correction in the final quarter after surging as much as 20.58% in the first nine months. One year Stock Price Momentum of Ashok Leyland View Full Image Source: Trading View However, ICICI Securities sees a strong risk-reward opportunity at the current price level of ₹219. #5 Zydus …

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 …

Outlook 2025: HDFC Securities predicts modest Nifty 50 returns next year; here’s a look at its model portfolio
3 weeks, 1 day ago

Outlook 2025: HDFC Securities predicts modest Nifty 50 returns next year; here’s a look at its model portfolio

Live Mint  

In a recent report, HDFC Securities has forecasted moderate returns for India’s benchmark Nifty index over the next 12 months. HDFC Securities also expressed a more constructive view on discretionary sectors compared to staples, suggesting that consumer spending could shift towards discretionary goods and services as economic conditions improve. HDFC Securities' Model Portfolio The brokerage shared its top sector-wise stock …

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 …

Outlook 2025: Kotak Securities is bullish on banking, pharma & 2 other sectors in the year ahead
3 weeks, 5 days ago

Outlook 2025: Kotak Securities is bullish on banking, pharma & 2 other sectors in the year ahead

Live Mint  

Blame it on geopolitical tensions, global economic weakness, or elevated interest rates, among other factors, but the Indian stock market saw significant volatility in the calendar year 2024. The equity research head also said that the banking stocks under the coverage witnessed 20 per cent year-on-year earnings growth, and the brokerage expects manageable credit costs this cycle. In diversified finance, …

Outlook 2025: Indian stock market to stay buoyant in 2025, says ITI MF, suggests 5 sectors & themes to bet on
3 weeks, 6 days ago

Outlook 2025: Indian stock market to stay buoyant in 2025, says ITI MF, suggests 5 sectors & themes to bet on

Live Mint  

Market outlook: The Indian equity markets remained resilient for a major part of the calendar year 2024, despite challenges posed by sticky inflation, weaker-than-expected Q2FY25 earnings, general election outcomes, FII outflows, and geopolitical uncertainty. That said, ITI Mutual Fund expects India's structural long-term growth story to remain intact, driven by favourable demographics and stable governance. Themes and sectors to watch …

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 …

Brokerages see uncertain 2025 on worries over potential Trump tariffs
4 weeks ago

Brokerages see uncertain 2025 on worries over potential Trump tariffs

Live Mint  

Dec 17 - Uncertainties around U.S. policies may slow global economic growth modestly in 2025, according to major brokerages. They expect U.S. President-elect Donald Trump's proposed tariffs to fuel volatility across global markets, spurring inflationary pressures and, in turn, limiting the scope for major central banks to ease monetary policy. World economies and equity markets have had a robust year, …

Stock Market Outlook: Banks, IT, FMCG, among six most promising sectors for investment in 2025, says StoxBox
4 weeks, 1 day 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
4 weeks, 1 day 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 …

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 …

Indian Stock Market Outlook: Earnings, Fed policy, other key factors that could influence investor sentiment in FY25
1 month, 3 weeks 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 …

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, …

India Emerges as a Safe Haven for Global Investors Amid Market Uncertainty
2 months, 2 weeks ago

India Emerges as a Safe Haven for Global Investors Amid Market Uncertainty

Live Mint  

Global funds are turning to India as a haven amid financial market uncertainties caused by the US election. The country's bonds have been performing well, with its sovereign bonds remaining relatively stable despite a global selloff of US Treasuries. India's currency, the rupee, offers minimal volatility compared to other emerging market currencies, making it a popular destination for investors seeking …

Global asset managers optimistic about A-share market's rebound this year
1 year ago

Global asset managers optimistic about A-share market's rebound this year

China Daily  

Global investment banks and asset managers have expressed cautious optimism that China's A-share market is poised for a rebound this year, after underperforming major global peers in 2023. Chen Dong, chief Asia strategist and head of Asia research at Pictet Wealth Management, said the Swiss company remains tactically positive on Chinese equities over the short to medium term as China's …

Diwali 2023: New growth cycle on horizon for small, midcaps, says Yes Securities
1 year, 2 months 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 …

JP Morgan upgrades India to ‘overweight’; advises buying on dips
1 year, 2 months ago

JP Morgan upgrades India to ‘overweight’; advises buying on dips

Live Mint  

After a 7 percent drop in the Indian market from its peak hit in mid-September, global brokerage house JP Morgan has upgraded India to ‘overweight’ from ‘neutral’. Before JP Morgan, other global brokerages, Morgan Stanley and Nomura, also upgraded their India ratings to ‘overweight’ whereas CLSA increased its India portfolio allocation by 20 percent. Apart from this, Morgan Stanley said …

Morgan Stanley upgrades India to ’standout overweight’ market
1 year, 2 months ago

Morgan Stanley upgrades India to ’standout overweight’ market

Live Mint  

The Wall Street major Morgan Stanley on 20 October upgraded India to "standout overweight", citing the relative economic and earnings growth is improving and the macro-stability setup looks sufficient to withstand the higher real rate environment., reported news agency PTI. Apart from this, Morgan Stanley said that the 'dream' run of domestic flows continues and multipolar world dynamics are driving …

Emerging risks to test Indian equities’ mettle
1 year, 3 months ago

Emerging risks to test Indian equities’ mettle

Live Mint  

A confluence of unfavourable factors has emerged lately that could hurt the appetite for riskier assets such as equities. For one, rising crude oil price tends to have many repercussions for a net oil importer like India such as upward pressure on the current account deficit and inflation. “In our view, higher-for-longer interest rates in the US may provide headwinds …

Morgan Stanley upgrades India shares to 'overweight', downgrades China to 'equal weight'
1 year, 5 months ago

Morgan Stanley upgrades India shares to 'overweight', downgrades China to 'equal weight'

Hindustan Times  

Morgan Stanley cut its rating on Chinese stocks to equal weight Wednesday, saying investors should capitalize on a rally spurred by government stimulus pledges to take profits. "India rises from 6 to 1 in our process, with relative valuations less extreme than in October, and India's ability to leverage multipolar world dynamics is a significant advantage," Morgan Stanley analysts said. …

Morgan Stanley upgrades India to Overweight, downgrades China to Equal-weight
1 year, 5 months ago

Morgan Stanley upgrades India to Overweight, downgrades China to Equal-weight

Live Mint  

Morgan Stanley has upgraded India to ‘Overweight’ rating, while it has downgraded China to ‘Equal-weight’ rating. Analysts at the brokerage house raised India’s rating saying relative valuations are “less extreme” than in October and the nation’s reform and macro-stability agenda supports a strong capex and profit outlook. We see a secular trend toward sustained superior USD EPS growth versus EM …

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, …

’Keep the faith’: Morgan Stanley has a positive outlook for stocks for next year
4 years, 1 month ago

’Keep the faith’: Morgan Stanley has a positive outlook for stocks for next year

Live Mint  

Morgan Stanley strategists said an expected “V-shaped” economic recovery, greater clarity on Covid-19 vaccines and continued policy support offer a favorable environment for stocks and credit next year. “Keep the faith, trust the recovery.” A gauge of global stocks headed toward a record Monday amid optimism that the expected roll-out of vaccines and additional U.S. fiscal stimulus will bolster the …

Market outlook: Large caps seen continuing their outperformance next year
5 years ago

Market outlook: Large caps seen continuing their outperformance next year

Live Mint  

India’s largest stocks are likely to be winners again in 2020, after propelling the benchmark equity index to its fourth straight annual gain. “Investor focus is unlikely to shift soon from the few high-quality names which continue to steadily grow faster than the economy,” said Dipen Sheth, Mumbai-based head of institutional research at HDFC Securities Ltd. “The foreign flows, too, …

In 2020 US stocks won’t be a good bet. Here’s where the growth will be (opinion)
5 years, 1 month ago

In 2020 US stocks won’t be a good bet. Here’s where the growth will be (opinion)

CNN  

Editor’s Note: Neil Dwane is managing director, portfolio manager and global strategist at Allianz Global Investors. Reduced uncertainty would likely boost undervalued equity markets there and help new European Central Bank President Christine Lagarde better unify the region’s member states. Still, European fixed-income investors are growing increasingly anxious about negative yields, so they may need to hunt for income elsewhere …

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