Stock Market Outlook 2025: The time is coming to say goodbye to the year 2024. Which has been very good for the stock market investors despite all the ups and downs. On the day of the results of the Lok Sabha elections (Loksabha Elections 2024) on June 4, 2024, investors also saw a tsunami when BJP did not get a majority, which took away Rs 30 lakh crore of investors in a single day. But after this, all the indices of both the stock exchanges including Sensex-Nifty also touched the all-time high. From the last week of September 2024 to November 2024, selling by foreign investors was also seen. But now investors are waiting for the new year 2025. After only three trading sessions, investors will start trading in the new year. In such a situation, the question arises that how will the stock market move in 2025? 

How will the stock market move in 2025? 

Motilal Oswal Wealth Management has released the market outlook for 2025. According to this report, the year 2025 has been divided into two parts. According to the report, the stock market will see consolidation with fluctuations in the first half. But the market will recover from the second half. The impact of global and domestic economic events will be seen on the Indian market. Amidst the reduction in interest rates in the US, RBI may reduce interest rates in February 2025. After Donald Trump takes oath as the US President, there will be major changes in the trend policy, due to which fluctuations are likely to remain in the market. 

The market's eyes are on everything from the budget to Trump's trade policy!

On February 1, 2025, Finance Minister Nirmala Sitharaman will present the second general budget of the third term of the Modi government, which will give big signals to the market. The market will run in consolidation mode due to the global economic environment remaining soft and mixed macroeconomic factors at the domestic level. According to the report, after the weak financial performance in the first half of the financial year 2024-25, income is expected to improve in the second half due to increased spending in rural areas, a boom in the wedding season and a jump in government spending. The report said, we expect income to grow at a rate of 16% during FY 25-27. 

These sectors are overweight!

Motilal Oswal Wealth Management said, after the recent market decline and correction, investors have the time to add select bottom-up stocks to their portfolio. In the report, the management is overweight on IT, healthcare, BFSE, consumer discretionary, industrials, real estate and niche themes like capital markets, EMS, digital e-commerce and hotels. While it is underweight on metals, energy and automobiles.  

Motilal Oswal Wealth Management's Top Picks 

Motilal Oswal Wealth Management also names such stocks in its Market Outlook 2025 which are included in its top picks. These stocks include stocks like ICICI Bank, HCL Tech, L&T, Zomato, NAM India, Mankind, Lemon Tree, Polycab, Macrotech Developers, Syrma SGS.