Stock Markets in 2025: The year 2024 is about to end in just a few hours. Sensex and Nifty gave returns of about 8.5% to investors in 2024. But now the eyes are on 2025. How much profit will there be from the stock market this year? What are the threats facing the market? Let us know which shares market experts have advised to bet on and what should be the strategy this year.
First of all, let us know how the market may move in 2025? According to brokerage reports, Sensex and Nifty can give an average return of 16 percent this year. Pankaj Pandey, Research Head, ICICI Direct, said that he is positive about the market and believes that the recent correction is providing a good opportunity for long-term wealth creation. He said that the earnings growth of Nifty is estimated to be 15% during the financial year 2025 to 2027. There may be a boom in the market after the increase in GDP growth and cut in interest rates.
Now let’s talk about Sensex. Market experts say that the Sensex may cross the level of 90,000 this year. Morgan Stanley has predicted the Sensex to reach 93,000. The brokerage said that among all the emerging markets in the world, India’s performance could be the best. However, Morgan Stanley also said that if there is a decline in private investment or there is a rise in crude prices due to any geopolitical event, then this performance may remain weak.
After Sensex, now let’s come to Nifty. Different brokerage firms have given different targets to Nifty. Citi has set its target at 25,000, Goldman Sachs at 27,000, BofA at 26,500, and Jefferies at 26,600. Mahesh Nandurkar of Jefferies said, “Earnings growth may be less than 10% in FY25, but it is expected to increase to 13% in FY26/CY25. In such a situation, our Nifty target for December 2025 is 26,600, which shows returns of about 12.5%.
Stocks to invest in 2025
Many brokerage houses have released lists of their favorite stocks and sectors for 2025. Motilal Oswal has suggested to remain ‘overweight’ on sectors like IT, Healthcare, BFSI, Consumer Discretionary, Industrials, Real Estate. Its top 10 stock picks include ICICI Bank, HCL Tech, L&T, Zomato, Polycab, Godrej Properties, Nippon Life AMC, IPCA Labs, Lemon Tree Hotels, and PN Gadgil.
Talking about Jefferies, it has included ICICI Bank, Axis Bank, SBI, Bharti Airtel, JSW Energy, TVS, Coal India, Godrej Properties and Sun Pharma among its top picks. In the mid and small cap segment, Prabhudas Lilladher has included Aster DM Healthcare, Crompton Greaves Consumer, Cyant, Domes Industries, Jindal Stainless, Lemon Tree Hotels, Safari Industries and Triveni Turbine in his list.
Now let’s talk about the strategy of 2025. Market experts believe that investors should adopt a bottom-up approach in 2025. Caption- Investors should adopt bottom-up approach in 2025 Shiv Chanani, Senior Fund Manager, Baroda BNP Paribas Mutual Fund, said that investors should maintain flexibility in their asset allocation and keeping in mind the market volatility, keep strong earning assets in the portfolio. Stocks should be included.
Also read- Nifty Losers: These 5 stocks made the biggest losses in 2024, investors suffered huge losses
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