साल 2024 खत्म होने वाला है. इस साल शेयर बाजार में रिकॉर्डतोड़ रैली दर्ज की गई. सेंसेक्स और निफ्टी करीब 12-12 फीसदी तक रिटर्न दे चुके हैं. बाजार के लिहाज से अगला साल यानी 2025 भी शानदार रहने का अनुमान है. OMNISCIENCE Capital के डॉ. विकास गुप्ता से गुडरिटर्न्स की सीनियर एडिटर श्रुति सरकार ने बातचीत की. उन्होंने कहा कि इस साल अर्निंग ज्यादा अच्छे नहीं थे, लेकिन अगले साल बेहतर अर्निंग की उम्मीद है.
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#stockmarketanalysis #sensex #nifty50 #niftyprediction #niftyanalysis #niftypredictionfortomorrow #niftyandbankniftyanalysisfortomorrow #sharemarketlive #sharemarketprediction #beststockstobuynow
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NewsTranscript
00:00What is your outlook for Nifty and Sensex? What is your forecast for 2025?
00:052025 should be a much better earnings season, first of all.
00:10When we say calendar 25, it's nearly FY26, a quarter difference.
00:17For FY26 and calendar 25, the earnings should be very good.
00:23Especially this year, there has been a bit of a downturn, so chances are much better.
00:27Second, there are two more factors, why we expect that.
00:31First, interest rates are also getting cut.
00:33This has a better effect on the economy, which means purchasing power increases,
00:39companies' investing power increases.
00:42The government will also invest this time.
00:45RBI and Fed will also cut interest rates.
00:51Because of these two factors, there is a benefit on earnings and multiples as well.
00:57Accordingly, we expect a 15-20% gain in earnings.
01:05Do you have any recommendations for the sectors or stocks that investors should look out for?
01:13According to you, it would be better to invest in them.
01:16According to us, there are two sectors which are very promising to us as a firm.
01:24Banking is the most exciting sector for us.
01:28Whether you talk about private banks or public sector banks.
01:32Both are amazingly well placed in our opinion.
01:38It is best to mix them.
01:41There is no need to take a position on whether we want public sector or private sector.
01:46Both have good opportunities.
01:48We can take a mix of both.
01:50We can explore.
01:52And it is 35% of Nifty.
01:55So it is no small sector.
01:58It is the most important sector according to the economy as well.
02:01If you look at the credit growth, there is a 15-16% credit growth.
02:06When you translate it to earnings, it should be even better in earnings.
02:10That is because the entire lending capacity has not been utilized yet.
02:15As the lending capacity of banks is utilized, their ROE improves.
02:20And by improving ROE, earnings will grow faster than the lending credit growth.
02:28So this is the most juicy sector according to us.
02:31And as we have made a portfolio, I am not talking about the portfolio.
02:34My point is that by creating a mix, you are getting a PE of 10.
02:39So it is so cheap when the market of Nifty is 35% and Nifty is at 23 or 22 PE.
02:46And this is at a PE of 10.
02:48So you can understand how good the opportunity is.
02:52And I have already told you about the growth.
02:54There is a lending credit growth of 15-16%.
02:57So this is one opportunity.
02:59The second opportunity is in the power sector.
03:02Where again, you have to be careful.
03:05You have to look for the appropriate companies whose growth will be high.
03:11It will be more than double digits.
03:13It will be above 15.
03:15And which are cheap.
03:17So again, just to give you a feel of what can happen.
03:21We have made a portfolio which has a PE of 11.
03:24Okay.
03:25So this is again extremely favorable.
03:28Sorry, not 11.
03:31It has a PE of 14-15.
03:34Which is again compared to market, much much more attractive.
03:38While having growth rates higher than Nifty.
03:41So these two sectors are looking very attractive to us.