2 days Ago
2025 holds great opportunities for the markets and investors and definitely promises to be a very eventful year with Donald Trump at the helm as he has the mandate to take decisions which no US President has taken in the last 50 years, Aamar Deo Singh, Senior Vice President-Equity, Commodity & Currency at Angel One said. Trump’s 'MAGA' policy is expected to hurt China while benefiting India, he opines. Excerpts: Nifty traded range bound last week and on Monday ended in the red.
What does the chart suggest regarding this week’s prospects? Markets managed to witness consolidation last week on the back of support from buying in at lower levels by DIIs, whereas the FIIs continued to be on the selling spree. However, lack of fresh negative triggers and markers having discounted the slower pace of corporate earnings, appears to be supporting the markets at lower levels. On a broad-base, advances versus declines are striving to outdo each other but the duel still shows no signs of ending anytime soon.
The bears currently have the upper hand as the markets are unable to sustain at higher levels. This week, markets could continue witnessing weakness with selling likely to outpace buying. However, the silver lining is the fact that India Vix has cooled off from the recent highs of 17, to end the week at 13.
24, clearly displaying receding investor fears. What levels do you see for Nifty and Bank Nifty and what should traders and investors do? Both Nifty & Bank Nifty have almost corrected by 2% in December, on the back of global as well as domestic cues but both the indices appear to be strongly supported at their recent lows made in the last week of November. Stock Trading Masterclass on Value Investing and Company Valuation By - The Economic Times, Get Certified By India's Top Business News Brand View Program Stock Trading Market 104: Options Trading: Kickstart Your F&O Adventure By - Saketh R, Founder- QuickAlpha, Full Time Options Trader View Program Stock Trading Technical Analysis for Everyone - Technical Analysis Course By - Abhijit Paul, Technical Research Head, Fund Manager- ICICI Securities View Program Stock Trading Stock Markets Made Easy By - elearnmarkets, Financial Education by StockEdge View Program Stock Trading Renko Chart Patterns Made Easy By - Kaushik Akiwatkar, Derivative Trader and Investor View Program Stock Trading Market 101: An Insight into Trendlines and Momentum By - Rohit Srivastava, Founder- Indiacharts.
com View Program Stock Trading Markets 102: Mastering Sentiment Indicators for Swing and Positional Trading By - Rohit Srivastava, Founder- Indiacharts.com View Program Stock Trading Dow Theory Made Easy By - Vishal Mehta, Independent Systematic Trader View Program Stock Trading Market 103: Mastering Trends with RMI and Techno-Funda Insights By - Rohit Srivastava, Founder- Indiacharts.com View Program Stock Trading ROC Made Easy: Master Course for ROC Stock Indicator By - Souradeep Dey, Equity and Commodity Trader, Trainer View Program Stock Trading Heikin Ashi Trading Tactics: Master the Art of Trading By - Dinesh Nagpal, Full Time Trader, Ichimoku & Trading Psychology Expert View Program Stock Trading RSI Made Easy: RSI Trading Course By - Souradeep Dey, Equity and Commodity Trader, Trainer View Program Stock Trading Introduction to Technical Analysis & Candlestick Theory By - Dinesh Nagpal, Full Time Trader, Ichimoku & Trading Psychology Expert View Program Technically speaking, the short-term trend for both Nifty and Bank Nifty continues to remain bearish while at the same time, the intermediate term trend also remains negative, clearly indicating turbulence in the markets in coming weeks.
Nifty continues to be strongly supported around the 23,200-23,300 zone whereas key resistance for Nifty is seen around the 24,000-24,200 zone. As for Bank Nifty, support is seen around the 49,800-50,000 whereas crucial resistance is seen around the 52,000-52,200 zone. Investors should definitely be cautious for the next few weeks as we are likely to witness increased volatility in markets amidst a lack of clear-cut direction.
How bad is the rupee 's unabated fall against the US dollar and is it time to become bullish on export facing sectors including IT? The US Dollar has staged a remarkable rally against most currencies, with the Rupee being no exception. The Rupee has hit record lows of 85.80 as the rising yields in the US 10-Year Treasury yields to 4.
6%, with FIIs also pulling out more than $20 billion dollars over the past 3 months. Further, the US Dollar index, benchmarked against a basket of six major currencies, including the Euro, Japanese Yen, British Pound, Canadian Dollar, Swedish Krona & the Swiss Franc, has rallied by almost 8% since October, to currently trade around the 108 mark. So, the weakening of the Rupee is bound to bring cheers to the exporters who stand to benefit out of the depreciating rupee, which is likely to positively impact their toplines as well as bottomlines, other factors remaining the same.
On the other hand, our import bills could see a massive jump which would have a negative impact on our economy. Overall, the RBI is well positioned to ensure that the Rupee trades in a range and does not get into a runaway mode as that would be detrimental for the overall economy at large. We are at the cusp of a new year and given the state of economy, geopolitics and Trump taking over as the US President, which sectors offer opportunities with a long term perspective? 2025 holds great opportunities for the markets and investors and definitely promises to be a very eventful year on the back of an extraordinary political upheaval in the USA.
Donald Trump has the mandate to take decisions which no US President has taken in the last 50 years, to say the least. So markets the world over shall pay very close attention to his policies and statements which have all the power and weightage to sway the markets. His “MAGA” policy, ie, Make America Great Again is aimed at ensuring that the trade deficits with countries across the globe work to America’s advantage and China could be significantly penalised.
For India, it appears that we stand to benefit but it is never wise to not expect the unexpected from Trump. Some sectors such as defence, IT, pharmaceuticals & CDMO, energy, hospitality and textiles are likely to perform well over the next year, which investors can look at investing over the next few years. I would also like to know your 5 top picks of 2025.
Stocks that can be looked at investing from a long-term perspective include Blue Star from the consumer durables sector, Nippon Life from the financial space, Cummins India from the Capital Goods segment, Torrent Power from the Power sector and Mahanagar Gas from the gas distribution segment. Investors can look at adding these stocks on corrections and more so better in an SIP mode, with a 3–5-year investment horizon, to help the power of compounding & law of averages work towards their advantage. Amber Enterprises, Intellect Design and Akums have grabbed eyeballs with big rallies while Siemens , KPR Mills and Torrent Power have been among the worst losers? What should investors do with them? Investors can look at booking part profits in Amber Enterprises, Intellect & Akums which witnessed a sharp rally last week, at current levels and trail the rest below the levels 6900, 900 & 622 respectively.
On the losing side, Siemens, KPR Mills & Torrent Power continued to witness a sharp sell-off, investors holding these stocks from a long-term perspective, can continue to hold them with crucial support seen at 6200 for Siemens, 950 for KPR Mills & 1300 for Torrent Power. These stocks have made important tops which are unlikely to be breached anytime in the near future. (Disclaimer: This is an AI-generated article.
Recommendations, suggestions, views, and opinions given by experts are their own. These do not represent the views of the Economic Times) (You can now subscribe to our ETMarkets WhatsApp channel ).
