Expert Views
Rupee to remain in 85-86 level till Budget; current account deficit to be 1-1.5% of GDP: Aditi Nayar
Aditi Nayar, Chief Economist at ICRA, expects the rupee to stay in the 85-86 range until the Budget presentation. She forecasts GDP growth of 6.5% and current account deficit between 1% and 1.5% of GDP in FY25 and FY26. She emphasizes the importance of fiscal consolidation and expects better growth in the second half of the year.
Capital Goods, Healthcare and New Energy top market themes for 2025: Amisha Vora
At the same time, as the order inflow, government spending has improved and it will continue to improve, then the earnings outlook for 26 will start improving.
Investing is easy, but hard to implement? Sanjay Bakshi explains the rules for value investors
Sanjay Bakshi emphasizes the importance of having a disciplined approach to investing by constructing filters to reject stocks that don't make sense. He highlights the behavioral challenges of investing and the necessity of focusing on business analysis over market analysis. He also notes the growth potential in India's expanding market, advising investors to concentrate on high-quality businesses.
Market volatility spikes, but Nifty's downtrend unlikely to change: Rohit Srivastava
We will get to know the fresh positioning of the market tomorrow, which is, do we really end up rolling forward a lot of the shorts that are in the system, which FIIs are holding, they have actually added back shorts over the last couple of days. So, from 30,000 contracts to almost 150,000 contracts and that shows their consistent bearish view on the Indian market.
Sanjay Bakshi’s lesson for value investors: Focus on the signal, filter out noise
Sanjay Bakshi, an adjunct professor at Flame University, highlights the core principles of value investing. Despite the surging noise-to-signal ratio due to increased information, he emphasizes focusing on the fundamentals like business quality and competitive advantage. He also discusses how technology challenges this focus, stressing the importance of identifying the key signals amidst the noise.
2025 Market Outlook: Quick Commerce growth set to continue, but stock valuations remain a concern: Ashwini Agarwal
You will continue to see interesting opportunities in the market, stocks that have lagged and where earnings are normalising that kind of a theme will play out on a stock-specific basis in 2025.
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Data showed 21 stocks are showing bearish trends. They included Tata Steel, Biocon, Asian Paints,
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Markets Videos
2025 to be a year of volatility with shifting global dynamics: Ashwini Agarwal
Closer home in India, we will probably see a turn in the interest rate cycle after a couple of years hopefully and we will also see earnings sort of picking up a little bit of a pace in the second half as compared to the first half of this financial year and then we have to see whether the investment demand picks up adequately or not because that has been lagging for the last one year or so, especially on the government side.
Stock market outlook: 2025 H1 may be very tricky to navigate; go bottoms-up and stock specific, says Amit Khurana
Amit Khurana from Dolat Capital discusses market challenges due to the impending Trump administration and global events. He recommends a focused, bottom-up approach, emphasizing the potential in pharma, neutral stance on IT with a focus on digital and product sides, and cautious outlook on FMCG due to urban slowdown. Positive on selected rural consumption stocks.
Fund Manager Talk | Weak earnings, external headwinds may prevent Sensex from giving double-digit returns in 2025: Rahul Singh
While predicting the first two is difficult, India’s economic fundamentals should improve as fiscal spending ramps up and liquidity eases, thereby supporting credit growth and economic activity.
NRI Talk: Why quant funds are the future of data-driven investments for NRIs
India’s buoyant economic performance has played a critical role in attracting NRI investments. Supportive regulatory measures, Improved ease of doing business have further catalyzed the asset management industry, opening avenues such as Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Real Estate Investment Trusts (REITs), and Infrastructure Investment Trusts (InvITs) for foreign capital.
Sudip Bandyopadhyay explains why Reliance and LIC will be the 2 big stocks for 2025
Sudip Bandyopadhyay of Inditrade Capital predicts value unlocking in Reliance Industries, including the potential Reliance Jio IPO, by 2025. He highlights defence stocks like Bharat Electronics, promising IPOs such as Flipkart and OYO, and opportunities in the real estate sector. Bandyopadhyay also sees value in FMCG stocks like HUL, Dabur, and Britannia as consumption picks up.
Nasdaq likely to deliver higher EPS growth than Nifty in 2025: Arindam Mandal
Arindam Mandal of Marcellus suggests Nasdaq could see higher EPS growth than Nifty50 in 2025, emphasizing quality stocks outside Big Tech. He advises Indian investors to diversify with 15-30% in international markets, focusing on themes like Technological Disruption, Industrial Revival, and Aging Demographics.
NRI Talk: Why NRIs are increasing equity allocations in their investment portfolios
Despite recent blips and underperformance, they are sold on the long-term story. Additionally, our equity markets have delivered very strong performance in recent years, which is attracting NRI investors.
Buy EMS stocks on dips; Budget to decide PSU banks’ fate: Deven Choksey
Deven Choksey highlights investment opportunities amid market corrections and anticipates stronger public sector banks if interest rates drop. EMS stocks may be better bought on dips. The pharma sector shows promise with complex generics, while financial markets are poised for growth as the economy aims for $15-trillion market capitalization by 2035-37.
Earnings weakness to persist through Q3, but strong balance sheets set India up for 2025 growth: Sanjay H Parekh
So, what we think is that the price correction is largely done. We could see small bit here and there, maybe around 23,500 but then the risk return gets favourable, but the time correction can happen because markets would look at Q3 earnings which are going to be weak as we see right now. And then the outlook for Q4 should get better and that will be the base for next year.
2 top stock recommendations from Vinay Rajani
So, yes, there is a breadth improvement in the market and that is why I am expecting market to recover from here and the stop loss should be at 23,650 in spot.
