Krishna Sanghavi, CIO-Equity at Mahindra Manulife, expects some growth pickup in H2FY25 compared to H1FY25. He believes the market is in a consolidation phase post a significant rally. While FII selling has impacted the market, the underlying fundamentals remain strong. SIP flows are expected to continue growing, driven by India’s economic growth and investor discipline. A Santa Claus rally is possible, but the long-term outlook depends on factors like GDP growth, macro conditions, and corporate earnings.
HCL Technologies, Ashok Leyland among Mirae Asset’s top 8 stock picks for January
Mirae Asset Capital Markets has unveiled its top 8 stock picks for the January month of 2025, highlighting companies with strong performance and growth potential.