2025 Market outlook: 2025 will be a good year for investors. This is what market expert Sudeep Bandyopadhyay says. In conversation with CNBC Awaaz, Sudip Bandyopadhyay said that this year there will be improvement in FMCG and pharma-healthcare, textile stocks will see growth. In this conversation, he said that after September in 2024, a big correction was seen in the market. FIIs selling and weak results led to correction in the market. After such a surge, it is right that there is a correction in the market. This has made the market healthy.
He further said that the results of the companies may be seen strengthening from the fourth quarter. The results of the third quarter will also not be anything special. But results may improve from the fourth quarter. Inflation is also decreasing. This will help RBI in reducing interest rates. Decrease in interest rates can bring huge momentum in the market. The market will keep an eye on the interest rates in the RBI decision of 6th February. Before this there is budget on 1st February. The market has a lot of expectations from this also. This is the first full budget of the new government. This is a great opportunity for the government to present a landmark budget. If something good happens in the budget as per market expectations then the market may regain momentum.
There are two risks to the market at this time. The first of these is better returns in the US market than in India and the weakness of the rupee. Because of these, foreign investors are selling in our markets. We have to keep these two factors in mind.
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There will be good returns from the market in 2025 also. But for this we will have to be stock and sector specific. Sudeep is of the opinion that FMCG may rise from the fourth quarter. Further export oriented sectors will get a boost. We should keep focus on these. Apart from this, rise in pharma-healthcare and textile stocks is also possible in the new year.
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