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Showing posts with the label investment strategies 2025

Dark horse sectors key in New Year, equities may return 8-12%: ABSL MF

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[hfe_template id='11223'] [ad_1] Mumbai: Aditya Birla Sun Life Mutual Fund said equities could return 8-12% in 2025. The fund house said investors should focus on "dark horse" sectors like private banks, energy proxies, cement, and metals, while real estate, defence and PSU stocks are "sell-on-rise" opportunities. "There has been a significant amount of liquidity driving markets, but ultimately we all know that earnings drive markets or earnings drive stock prices. When we look at that disconnect today, it seems very stark that many, many companies have got significantly outbid," said Harish Krishnan, co-CIO and head of equity at Aditya Birla Sun Life AMC in press meet. Krishnan said the market needs to get into a phase of consolidation. "Therefore, we think that 2025 is going to be that year of consolidation wherein fewer sectors, fewer stocks are likely to outperform," he said. Aditya Birla Sun Life said the key short-term risks ...

Nasdaq, Hang Seng beat Nifty by wide margin. Will it be India's turn in 2025?

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[hfe_template id='11223'] [ad_1] India’s headline index, Nifty, is likely to end 2024 in the green, marking its 9th consecutive positive closing. Down nearly 10% from its lifetime peak, the 50-stock index has had a mixed year, trailing major global indices like the Nasdaq Composite, Nikkei, Hang Seng, and Shanghai Composite, while staying ahead of the Straits Times Index, FTSE, and KOSPI, among others. Commenting on the market action in 2024, Vivek Sharma, Investment Head at Estee Advisors, called it a "mixed bag" for Indian markets— not the best, but far from the worst. According to him, the real shift in momentum occurred in October when foreign institutional investors (FIIs) started selling in the domestic market. A performance analysis of major global indices in 2024 reveals that Nifty’s 9% returns are behind those of its US, Japan, Hong Kong, and some European counterparts. The Nasdaq Composite leads with a 36% return, followed by the S&P 500 and Hang ...