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FY25 Outlook: Indian stock market benchmarks Sensex and Nifty 50 ended FY24 with gains of 29 per cent and 25 per cent respectively. Challenges for Nifty 50 in FY25 include rate cuts, earnings, geopolitical tensions, etc.
Whiteoak Capital limits midcap scheme inflows and defers smallcap fund launch. Rally driven by earnings resurgence. SEBI restricts overseas ETF inflows. India's market outlook remains strong with potential for alpha generation. Pant says: "From a prudent risk management perspective, we continue to stay fully invested at all times with a bottom-up approach to investing in great businesses at attractive valuations."
Shyam Srinivasan, MD & CEO of Federal Bank, projects 15-18% bank growth, emphasizes NIMs importance, foresees sustained deposit growth, and anticipates potential rate cuts in the future based on inflation outcomes. He says: "We have a reasonable presence now in the south. We are looking at increasing our presence in the west, in particular the bigger metros like Mumbai and adjacent cities."
Sitharaman discusses BJP's political stance, inviting opposition leaders, even the tainted ones, to join teh Bharatiya Jannata Paty (BJP). She also talks about addressing tax procedures and defending core values while refuting allegations of political vendetta against the government. She further emphasizes that there is fair governance and transparency in fund allocation.
Vikas Khemani projects India's corporate profitability to reach $1 trillion by 2035, potentially boosting Nifty to around 1 lakh. He highlights the growth opportunities across various sectors and the transformative potential of long-term investments in India's evolving market. Khemani says: "Our per capita will move from $2,600 to $18,000. Our world share of GDP will go to 16% which is right now in and around 4%."