Golden Themes for Investment 2025 : The year 2025 has started and the stock market has shown momentum on the first day of the year. After making their peak in 2024, Sensex and Nifty have fallen 11 percent and 11 percent respectively. Bank Nifty has also come down from its all time high. After the correction in the market, investment opportunities have again arisen in some sectors. Brokerage house Axis Securities has released its detailed report about which sectors will be booming in the year 2025, which themes can earn the most profit by investing money and which stocks can be best for investment.
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Sensex
Support Level: 76500-73200-70200
Resistance level: 82500-86500-91800
In the year 2024, the Sensex reached a record high of 85,978, but then there was a correction in the market and it closed at the end of the year 2024 after falling by about 11 percent or 9176 points from the peak. Brokerage house Axis Securities says that in 2025 it will have support at the level of 76500-73200-70200. Whereas the resistance level will be 82500-86500-91800.
nifty
Support Level: 23000-22200-21500
Resistance level: 25000-26300-27500
In the year 2024, Nifty reached a record high of 26,277, but then there was a correction in the market and it closed at the end of the year 2024, falling by about 11 percent or 3014 points from the peak. Brokerage house Axis Securities says that in 2025 it will have support at the level of 23000-22200-21500. Whereas the resistance level will be 25000-26300-27500.
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bank nifty
Support Level: 49700-48000-46000
Resistance level: 54500-56500-58500
In the year 2024, Bank Nifty reached the record high of 49700-48000-46000. Later it continued to fluctuate and at the end of the year it closed at the level of 51053. Brokerage house Axis Securities says that in 2025 it will have support at the level of 49700-48000-46000. Whereas the resistance level will be 54500-56500-58500.
7 golden themes for 2025
Structural role in premium consumption
Growth story of Indian healthcare industry
Companies with high growth potential in the infrastructure value chain
Pharma and telecom a defensive player
Real Estate Led by Demand Visibility
Attractive valuations in BFSI
Right mix of rate cut cycle, defensive, infra and consumption
Investment: Looking for the best option for investment in the year 2025, these 4 themes can brighten your portfolio.
What could be the condition of which sector?
Uptrend Sector:Strong momentum can be seen in sectors like BSE healthcare, realty, capital goods.
Emerging Opportunities:BSE IT and Consumer Durables are transitioning from weak to leading quadrant in RRG. These are displaying bullish technical patterns, providing an opportunity to buy bargains in quality stocks. Meanwhile, Bankex has moved into the improving quadrant supported by a positive technical outlook, indicating buying opportunities in select stocks.
In which sectors consolidation can come:There may be some slowdown in BSE auto, metal and power sectors this year.
Underperformers:Profit booking may be seen in BSE Oil-Gas and FMCG sectors and they may underperform in 2025.
Brokerage Picks: These 13 stocks became the choice of brokerage in the new year, many big stocks including RIL, HDFC Bank, Adani Enterprises are in the list.
Aditya Birla Sun Life AMC
Boy Range: Rs 750-715
Current price: Rs 827
First target price: Rs 950
Second target price: Rs 1045
Return Estimate: 30-43%
Aster DM Healthcare
Boy Range: Rs 485-455
Current price: Rs 518
First target price: Rs 613
Second target price: Rs 685
Return Estimate: 30-46%
Capacity Infraprojects
Boy Range: Rs 413-385
Current price: Rs 431
First target price: Rs 513
Second target price: Rs 555
Return Estimate: 29-39%
Gujarat Fluorochemicals
Boy Range: Rs 4200-4040
Current price: Rs 4106
First target price: Rs 4815
Second target price: Rs 5213
Return Estimate: 17-27%
HDFC Bank
Boy Range: Rs 1720-1670
Current Price: Rs 1784
First target price: Rs 1950
Second target price: Rs 2200
Return Estimate: 15-30%
Hindustan Petroleum Corporation
Boy Range: Rs 390-370
Current price: Rs 406
First target price: Rs 485
Second target price: Rs 544
Return Estimate: 28-43%
Infosys
Boy Range: Rs 1840-1755
Current Price: Rs 1898
First target price: Rs 2165
Second target price: Rs 2335
Return Estimate: 20-30%
Man Infraconstruction
Boy Range: Rs 248-235
Current price: Rs 244
First target price: Rs 295
Second target price: Rs 328
Return Estimate: 22-36%
Muthoot Finance
Boy Range: Rs 1980-1885
Current price: Rs 2110
First target price: Rs 2285
Second target price: Rs 2455
Return Estimate: 18-27%
Natco Pharma
Boy Range: Rs 1285-1235
Current price: Rs 1392
First target price: Rs 1616
Second target price: Rs 1785
Return Estimate: 28-42%
Paytm (One 97 Communications)
Boy Range: Rs 940-855
Current price: Rs 1019
First target price: Rs 1150
Second target price: Rs 1265
Return Estimate: 28-41%
Polyplex Corporation
Boy Range: Rs 1225-1150
Current price: Rs 1274
First target price: Rs 1595
Second target price: Rs 1735
Return Estimate: 34-46%
(Disclaimer: The advice to invest or sell stocks has been 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.)
