2025 Market outlook: On December 24, Nifty Bank remained in the market range on monthly expiry. Sensex-Nifty closed flat. Today Sensex fell by 67 points while Nifty closed with a slip of 26 points. Whereas midcap and smallcap indices also closed within a limited range. In today’s trading session, there was buying in auto, FMCG, oil-gas stocks, while metal, IT, PSU bank indices closed on the decline. In today’s market, 16 out of 30 Sensex stocks were in decline while 28 out of 50 Nifty stocks were selling. This year is now on the verge of ending. In such a situation, it comes to our mind that what could be the market trend in the year 2025. Motilal Oswal (MOSL) has issued a report on next year’s outlook.
Market recovery expected in the second half of FY 2025
According to Motilal Oswal, there will be recovery in the market in the second half of the financial year 2025. The market may get support from the general budget, good results and capex. MOSL has further said that the market witnessed consolidation in the first half of FY 2025. Market recovery is possible in the second half of FY 2025.
Earnings may increase by 16% on annual basis in financial year 2025-27
Giving its opinion on the trigger of recovery in the market, MOSL said that a boost to the market is possible from the upcoming budget. Apart from this, the results are expected to improve in the second half. Increase in rural demand will also be beneficial. Further increase in government capex is possible. MOSL says that a 16 percent increase in earnings on an annual basis is possible in the financial year 2025-27.
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Motilal Oswal’s top picks of 2025
Motilal Oswal is overweight on BFSI, IT, Healthcare, Consumer Discretionary, EMS, Industrial, Hotels, Real Estate, Capital Markets and E-Commerce. Underweight on Metals, Energy and Automobiles. ICICI Bank, HCL Tech, L&T, Zomato, Polycab, Macrotech Dev, NAM India, Mankind and Lemon Tree Hotels are Motilal Oswal’s top picks for 2025.
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