Prakash Diwan of prakashdiwan.in discussing market fundamentals and OUTLOOK 2025 Said that there are very big events in 2025. One of these is a regular event but its importance has increased a lot. This is our Union Budget coming on 1st February. The market will keep a close eye on this. But the events taking place after Trump’s inauguration on January 20 will be very important for the market. From these, the foreign fund flow coming into our market and other emerging markets can be estimated.
He further said that if we focus on the sectors which are beaten and insulated from our economy, then we will see good investment opportunities in them. For example, if we look at Indian capex revival, then capital goods is looking good. In this way, there are signs of improvement in consumption also. There are good signs going forward for oil marketing companies also. But there is a need to be cautious about Trump’s policies. Where the valuation is good. There is a need to focus there. Prakash also likes housing and cement space for 2025.
Prakash Diwan is of the opinion that pricing in the aviation sector is continuously remaining high. indigo There is a possibility of good growth going forward also. Prakash is positive on the aviation sector. For them indigo Like it.
Trading strategy for thursday: Keep these things in mind before the opening bell, it will be easy to catch profitable deals.
Talking about the auto sector, Prakash said that leaders like Maruti have also announced their entry into EV. Now focus on EV will increase in auto. However, work on charging is still pending. M&M The new car of BE series looks powerful. In such a situation in 2025 M&M Can do good.
Prakash says that railway stocks will do well if they get a boost in the budget. There are also good opportunities in the power transmission space. The power distribution space may shine next in capital goods.
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