Expert View News
Fiscal lapse, weak growth outlook in Budget may trigger further market selloff, says Deepak Ramaraju of Shriram AMC
Expert view: Deepak Ramaraju, Senior Fund Manager at Shriram AMC, believes a populist budget may strain the fiscal deficit and result in further rupee weakness. Higher disposable income may boost spending, while government support could enhance manufacturing and renewable energy.
6 min read21 Jan 2025Ride the volatility as Indian stock market may stabilise post Budget 2025, says D-Street expert Chokkalingam
Investor caution ahead of the Union Budget 2025 has heightened volatility in the Indian stock market. Experts believe the budget could stabilize sentiment, particularly benefiting small and mid-cap stocks due to expected direct tax concessions to boost disposable income.
2 min read15 Jan 2025Expert view: A hefty pre-budget rally unlikely; focus on proxy-play approach, says Green Portfolio co-founder
Divam Sharma anticipates a modest relief for the middle class in Budget 2025 after a populist 2024 Budget. Focus areas include infrastructure and railways, but a significant pre-budget stock market rally is not expected due to weakening consumption trends and inflation concerns.
5 min read10 Jan 2025Current market valuations offer limited upside scope, says Neeraj Chadawar of Axis Sec, sets Nifty target at 26,100
Neeraj Chadawar from Axis Securities maintains a Dec’25 Nifty target of 26,100, citing improved earnings as key to market returns. He advises long-term investment over timing the market, predicting growth in the Indian economy and sectors like healthcare and infrastructure in 2025.
4 min read2 Jan 2025Expert view: Nifty fairly priced, may correct 8–10% in short term, says Anirudh Garg of Invasset PMS
Expert view: Anirudh Garg of Invasset PMS predicts the Nifty 50 may drop below 22,000 in 2025 before recovering. He sees the index as fairly priced, with an 8-10% downward bias, despite a bullish outlook over the next two years.
3 min read1 Jan 2025Expert view: Investors should consider defence, IT, pharma, railway stocks, says Aamar Deo Singh of Angel One
Expert view: Aamar Deo Singh from Angel One recommends focusing on pharma, IT, energy, and hospitality sectors for potential outperformance in 2025. He also highlights railway and defence stocks as long-term investments.
5 min read1 Jan 2025Volatility could spike; Nifty 50 may hover near 28,000-29,000 in 2025, says Pankaj Pandey of ICICI Securities
Pankaj Pandey of ICICI Securities predicts the Nifty 50 may range between 28,000-29,000 in 2025, amidst anticipated high volatility and mixed sector performance. Despite recent challenges, he highlights opportunities in banking, capital goods, and the digital economy.
4 min read31 Dec 2024Expert View | Adopt long-term approach to ride out short-term volatility; BFSI ‘attractive’ for 2025: Mohit Batra
Expert View: Dr Mohit Batra, Founder of MarketsMojo believes 2025 will likely present a more challenging investment landscape and investors must adopt a long-term perspective amid bouts of market volatility.
5 min read28 Dec 2024Climate Change and the New Green Economy: The big questions for 2025
Summer 2024 was the hottest recorded, with India facing extreme weather events. There’s a call for developed nations to lead fossil fuel phaseout as developing countries struggle with economic pressures. India is making strides in renewable energy, but faces challenges in the global green economy.
5 min read27 Dec 2024Correction risks loom, says Ajit Mishra of Religare Broking, suggests THESE banking, IT stocks to buy
Ajit Mishra from Religare Broking shares a cautious yet optimistic outlook for the Indian stock market, emphasizing strategic investments in banking and tech sectors while navigating potential volatility. Discover key stock picks and insights that could shape your investment strategy for 2025.
4 min read26 Dec 2024Popular Topics
Budget
The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared