Buy Best Midcap Stocks : The year 2025 is about to start, so if you are a stock market investor then you can re-evaluate your portfolio. There are some midcap stocks in the market, which are the rising stars of this segment. There is hope for better growth in future and they have the potential to brighten your portfolio. Brokerage House AMK Global Financial Services has given information about these midcap stocks in its latest report. You can also keep an eye on these shares for investment.
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Pressure on retail sector
According to the brokerage, banks have withdrawn from lending due to various reasons. Due to lack of liquidity and the need to balance the loan-deposit ratio, banks have reduced lending. The retail sector has had to bear the brunt of this risk averse tendency.
The cautious attitude of banks has had an impact on consumer demand. The slowdown in unsecured lending is well documented. But some feedback indicates that credit standards have been tightened, even in low-risk areas like auto loans. Due to this, cases of rejection of loan applications have increased. In such an environment, overall consumer demand pressure has increased.
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Demand expected to improve in 2026
The management is optimistic about improvement in demand in financial year 2026. Some of this is based on expectations that the headwinds on income and inflation will be abating in the near term. However, some early indicators (such as the number of customers in passenger car showrooms) also indicate that demand recovery may start in 2-3 quarters. However, smaller staples companies are growing and are not facing the same growth challenges as larger competitors.
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real estate cycle strong
As of now, the real estate cycle is strong. Demand remains very strong and the absorption rate for new launches remains very good. There are no significant challenges in execution. The availability of post RERA finance has improved significantly. Man power and logistics are also not presenting any challenge.
Expectation of demand improvement in IT
IT companies expect improvement in demand in the year 2025. Discretionary spending should start to pick up in the US after Donald Trump comes to power, especially if the tax cuts are implemented soon. Investors are cautious about the market, but also remain optimistic. The decline in earnings in Q2FY25 points to some near-term concerns. However, there are positive views regarding India’s long term growth story.
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In which shares to invest
City Union Bank
Current price: Rs 184
Market cap: Rs 13800 crore
Rating: ADD
Target price: Rs 195
Karnataka Bank
Current price: Rs 229
Market cap: Rs 8700 crore
Rating: BUY
Target price: Rs 300
Karur Vysya Bank
Current price: Rs 239
Market cap: Rs 19300 crore
Rating: BUY
Target price: Rs 325
RBL Bank
Current price: Rs 179
Market cap: Rs 10900 crore
Rating: BUY
Target price: Rs 250
Sonata Software
Current price: Rs 683
Market cap: Rs 19200 crore
Rating: BUY
Target price: Rs 780
UGRO Capital
Current price: Rs 247
Market cap: Rs 2300 crore
Rating: BUY
Target price: Rs 360
Anant Raj
Current price: Rs 727
Market cap: Rs 24900 crore
Rating: BUY
Target price: Rs 925
GMR Power & Urban Infra
Current price: Rs 115
Market cap: Rs 8200 crore
Rating: BUY
Target price: Rs 180
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Sector wise emerging stars
Auto & Auto Accessories
 Landmark Cars
 Popular Vehicles & Services
 SJS Enterprises
banking
 City Union Bank
 Karnataka Bank
 Karur Vysya Bank
 RBL Bank
IT sector
 Aurum Proptech
 eClerx Services
 Sonata Software
 TeamLease Services
NBFC
 Manba Finance
 SG Finserve
 UGRO Capital
 Wealth First Portfolio Managers
real estate
 Aditya Birla Real Estate
 Anant Raj
 Keystone Realtors
 Puravankara
other sectors
 AGI Greenpac
 Apeejay Surrendra Park Hotels
 GMR Power & Urban Infra
 Krsnaa Diagnostics
 Laxmi Organic Industries
 Tinna Rubber & Infrastructure
 Tips Music
(Disclaimer: The view or advice on the share is given by the brokerage house. These are not the personal views of Financial Express. There are risks in the market, so take expert opinion before investing.)
