How will the stock market behave in 2025? Which stocks should be invested in? Know the full report


Stock Market Outlook 2025: The time is coming to say bye-bye to the year 2024. Despite all the ups and downs, it has been very good for the stock market investors. Investors this year on June 4, 2024 Lok Sabha elections On the day of results of Loksabha Elections 2024, when BJP did not get majority, it also saw a tsunami which took away Rs 30 lakh crore of investors in a single day. But after this, all the indices of both the stock exchanges including Sensex-Nifty also touched all-time high. Selling by foreign investors was also seen from the last week of September 2024 to November 2024. But now investors are waiting for the new year 2025. After only three trading sessions, investors will start trading in the new year. In such a situation, the question arises that how will the stock market behave in 2025?

How will the stock market behave in 2025?

Motilal Oswal Wealth Management has released the market outlook for 2025. According to this report, the year 2025 has been divided into two parts. According to the report, there will be consolidation along with ups and downs in the stock market in the first half. But there will be recovery in the market from the second half. The impact of global and domestic economic investments will be visible on the Indian market. Amid interest rate cuts in America, RBI may reduce interest rates in February 2025. After Donald Trump takes oath as the US President, major changes will be seen in the trend policy due to which there is a possibility of fluctuations in the market.

Market’s eyes on Trump’s trade policy and budget!

On February 1, 2025, Finance Minister Nirmala Sitharaman will present the second general budget of the third term of the Modi government, which will give big signals to the market. Due to the soft global economic environment and mixed macroeconomic factors at the domestic level, the market will run in consolidation mode. According to the report, after weak financial performance in the first half of the financial year 2024-25, income is expected to improve in the second half due to increased spending in rural areas, uptick in wedding season and surge in government spending. The report said, we expect that the income will grow at the rate of 16% during the financial year 25-27.

Overweight on these sectors!

Motilal Oswal Wealth Management said, after the recent market decline and correction, it is time for investors to add selected bottom-up stocks to their portfolio. The management of the report is overweight on IT, Healthcare, BFSE, Consumer Discretionary, Industrials, Real Estate and niche themes like Capital Markets, EMS, Digital e-commerce and Hotels. Whereas it is underweight on metals, energy and automobiles.

Top picks of Motilal Oswal Wealth Management

Motilal Oswal Wealth Management also names such stocks in its Market Outlook 2025 which are included in its top picks. These stocks include ICICI Bank, HCL Tech, L&T, Zomato, NAM India, Mankind, Lemon Tree, Polycab, Stocks like Macrotech Developers, Syrma SGS are included.

Disclaimer: (The information provided here is being given for information only. It is important to note here that investing in the market is subject to market risks. Always consult an expert before investing money as an investor. ABPLive.com It is never advised for anyone to invest any money here.)

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