Market Outlook 2025: Jefferies’ recent analysis forecasts a positive outlook for the Nifty 50 and select equities in 2025. According to the research, the Nifty 50 is predicted to grow by 10% and reach approximately 26,000 by December 2025. This optimistic prediction is fueled by factors such as economic recovery, corporate growth, and global macroeconomic stability, which are likely to provide impetus and stability to India's equities markets in the coming quarters.
The report identifies major stock picks for 2025, with a strong focus on the banking industry. ICICI Bank stands out for its high loan growth and asset quality, whereas Axis Bank delivers consistent results in both retail and corporate banking. SBI is praised for its leadership in the public sector and the advantages of recent reforms. In addition, Bharti Airtel is well-positioned as it concentrates on growing its telecom customer base. Jefferies also highlighted telecom and consumer-based firms as important to India’s long-term growth story. Investors looking for long-term opportunities might use this study to guide their investment choices.