Author: wealth18.com

According to brokerage Geojit Financial Services, the outlook for 2025 signals promising opportunities for sectors such as chemicals, defense, infrastructure, and renewable energy amid strong domestic demand and supportive government policies. 1. Chemicals India’s chemical industry is set to witness a revival, driven by domestic demand and the “China+1” strategy. After challenges like muted demand and pricing volatility in FY24, H2FY25 is expected to bring strong growth in revenue and profitability. Geojit's top stock picks for 2025 in this sector include PI Industries, Vinati Organics, Aarti Industries, and UPL, which are well-positioned to benefit from global production diversification and value-added manufacturing. 2. Defense India’s defense sector is thriving, fueled b...

Domestic brokerage firms have identified promising small-cap stocks which offer opportunities for investors seeking substantial growth in their portfolios. These stocks are across sectors such as hospitality, specialty chemicals. Here are 10 small-cap stock ideas for your 2025 portfolio: Ethos | CMP: Rs 2,889 | Target Price: Rs 3,750 | Upside 30% (Axis Securities)DOMS Industries | CMP: Rs 2,816 | Target Price: Rs 3,120 | Upside 11% (Axis Securities)Axiscades Technologies | CMP: Rs 690 | Target Price: Rs 838 | Upside 21% (Nirmal Bang)Privi Speciality Chemicals | CMP: Rs 1,799 | Target Price: Rs 2,126 | Upside 18% (Nirmal Bang)Samhi Hotels | CMP: Rs 205 | Target Price: Rs 269 | Upside 31% ((Nirmal Bang)Senco Gold | CMP: Rs 1,147 | Target Price: Rs 1,550 | Upside 35% (Religare Broking)Dee...

JM Financial has identified stocks that could offer solid returns to investors in 2025. Here's the list: Axis Bank | CMP: Rs 1,150 | Target Price: Rs 1,425 | Upside: 24%Nippon AMC | CMP: Rs 784 | Target Price: Rs 800 | Upside: 2%Maruti Suzuki | CMP: Rs 11,120 | Target Price: Rs 15,250 | Upside: 37%Samvardhana Motherson International | CMP: Rs 167 | Target Price: Rs 210 | Upside: 26%Ahluwalia Contracts | CMP: Rs 1,140 | Target Price: Rs 1,315 | Upside: 15%KPIT Technologies | CMP: Rs 1,546 | Target Price: Rs 2,040 | Upside: 32%Zee Entertainment | CMP: Rs 136 | Target Price: Rs 200 | Upside: 47%Havells | CMP: Rs 1740 | Target Price: Rs 2031 | Upside: 17%Cyient DLM | CMP: Rs 664 | Target Price: Rs 960 | Upside: 45%Metropolis | CMP: Rs 2,216 | Target Price: Rs 2,500 | Upside: 13%BHEL | CMP:...

Brokerage JM Financial has cherry-picked 29 stocks from across the market - M Financial’s preferred list of 14 large, 10 mid and 15 small cap stocks In the large cap space, The list includes stocks such as Reliance Industries, ONGC, Cholamandalam Investment, Samvardhana Motherson, Shriram Transport, Havells India, DLF, Maruti Suzuki, Polycab, Jindal Steel & Power, Bank of Baroda, Hindalco, Bharat Electronics and Axis Bank. In the midcap space, JM Financial recommended stocks such as Suzlon Energy, Supreme Industries, Oil India, BHEL, Global Health, Gujarat Gas, KEI, Metro Brands, Deepak Nitrite and Marico, among others. In the small cap space, it sees 72.9% upside in Zee. JM Financial is also positive on HG Infra Engineering, Ahluwalia Contracts, PCBL, Cyient DLM, Star Health...

Jefferies' India long-only equity portfolio comprises 22 stocks from financials, energy, real estate, infrastructure, industrials, consumer, telecom and online travel sectors. Data shared by Jefferies showed that the long-only portfolio for India, which launched on July 1 2021, rose by 14.2% in US dollar terms last quarter on a total-return basis, compared with a 12% gain in the MSCI India benchmark. It also rose by 44.4% last year compared with a 21.3% gain in the benchmark. As a result, the portfolio is now outperforming since inception, rising by 50.9% as at the end of 2023 compared with a 26.8% increase in the MSCI India Index and a 27.8 per cent gain in the Nifty.

Brokerage firms have recommended good quality stocks for investment in 2024/ Diwali for better returns in 2025 StocksTarget PriceCMPBrokerage/ AdvisorAllied Blenders & DistillersN/ASharekhanBajaj FinservN/ASharekhanBharti AirtelN/ASharekhanCaplin Point LaboratoriesN/ASharekhanDaburN/ASharekhanDee DevelopmentN/ASharekhanHi-tech PipesN/ASharekhanHUDCON/ASharekhanL&TN/ASharekhanMastekN/ASharekhanPowergridN/ASharekhanRILN/ASharekhanSBIN/ASharekhanSuntech RealtyN/ASharekhanTata MotorsN/ASharekhanSBI Securities StocksTarget PriceCMPBrokerage/ AdvisorCoal India593SBI SecuritiesMacrotech Developers1398SBI SecuritiesBharti Hexacom1747SBI SecuritiesGlaxosmithkline 2575SBI SecuritiesNippon Life AMC825SBI SecuritiesEscorts Kubota4408SBI SecuritiesChalet Hotels1106SBI SecuritiesNewg...