Nifty target 2025: Global brokerage firm Nomura believes that the domestic market may remain sluggish this year. Nomura has set the Nifty 50 target for December 2025 at 23,784, which is 9.49 per cent downside from its record high. It reached a record high of 26,277.35 near 26300 on September 27 last year. According to the brokerage firm, it may face a setback due to uncertainty in the global market, sluggishness of the Indian economy and weak business results of companies and lackluster sentiment from institutional investors like DII-FII. The brokerage has advised investors this year to bet on those stocks or sectors whose valuation is comfortable.
Strategy to bet on these sectors
This year, Nomura has advised investors to choose stocks and sectors only after considering the valuation. Talking about Nomura, it is overweight on Financials, Consumer Staples/FMCG, Oil & Gas, Pharma, Telecom, Power, Internet and Real Estate, neutral on IT Services Infra while Consumer Durables, Auto, Capital Goods, Defence, Cement, Hospitals. And is underweight on metals.
Due to this there will be pressure on the market
According to Nomura’s report, first of all, if we talk about the global market, the fear of tariff war after the re-formation of Trump’s government in America is putting pressure on the market. Talking about the Indian market, the pace of Indian economy is slowing down and the growth of earnings of corporate companies has also slowed down. In the first half of the current financial year 2025, April-September 2024, the earnings of the top-100 companies of BSE have declined by 4.5 percent on an annual basis and now the slowdown is likely to continue in the second half of the current financial year 2025 as well and most The slowdown may be visible in the earnings of banks, NBFCs, cement, auto, oil and gas and capital goods.
Apart from this, the market may also get a shock from FII and DII because due to low returns for a long time, DIIs may go towards other investment options. Nomura believes that if we talk about foreign investors, then strong dollar, high valuation and Due to slow earnings growth of companies, they may slow down the pace of investment in the Indian market in the near term.
Vedanta News: Will Vedanta’s entire business change? Decision will be taken on this date
ABFRL Share Price: Aditya Birla Fashion’s big plan, will issue shares to promoters and institutions at this price