The Indian market is witnessing a great boom in the second trading session of the new year. Thursday was the first expiry day of Nifty in 2025, in which the market saw a great recovery from the lower levels. Nifty-Sensex were seen trading with a jump of about 2% in a single session today. After today's rise, the total market capitalization of all the companies listed on BSE has seen an increase of about ₹ 5.9 lakh crore.

Technically also, Nifty has now crossed the 200-DMA. Buying in IT and banking stocks increased in anticipation of better results in the third quarter. Bajaj Finance, Bajaj Finserv, Kotak Mahindra Bank, Infosys, HCL Technologies, Tech Mahindra, M&M and TCS saw the highest growth.

Which factors led to the rise in the market:- December auto sales better than expected The auto sector showed strength on Thursday due to good sales figures in December 2024. Royal Enfield sold 79,466 units in December, after which Eicher Motors closed up by 7%. Year-on-year it has seen a growth of 25%. Maruti Suzuki saw a growth of 4.5% after selling 1,78,248 units. After the sales figures, M&M and Ashok Leyland also saw a growth of up to 4%. Growth in IT sector CLSA and Citi have made positive estimates for the IT sector in the December quarter, after which the IT index closed with a gain of 2%. IT stocks contributed the most to the rise in the Sensex. Recovery will return to the economy in 1-2 quarters: Bernstein Global brokerage firm Bernstein has said in an analysis that recovery may return to the economy in the next 1-2 quarters. This report says that Nifty can reach 26,500, which is an estimate of a possible return of 12% in Nifty. Q3 results expected to be better than expected Due to strength in business updates of auto and financials in the third quarter, better than expected results are expected in the third quarter. The third quarter is expected to be better due to positive business updates from Maruti Suzuki, Mahindra & Mahindra and CSB Bank. Boost from 7.3% increase in GST collection GST collection in December 2024 grew by 7.3% year-on-year to ₹ 1.77 lakh crore. GST data is indicating improvement in consumption related activities. Analysts believe that this is indicating improvement in economic momentum. Investors' sentiment is also getting support from this.