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Summary

In this insightful interview, Sushil Kedia, founder and CEO of Kedia Economics, shares his market outlook for 2025, highlighting potential volatility in the Nifty index, predicting a range of 21,000 to 27,000. He also discusses the outlook for commodities, forecasting a rise in crude oil prices, while expecting corrections in gold and silver. Kedia offers sector-specific stock recommendations, favoring small-cap banking stocks like Jammu & Kashmir Bank and RBL Bank, as well as media stocks like Saregama and auto stocks like TVS Motors. He advises a cautious, delivery-based investment strategy for 2025.

Takeaways

• 😀 Susheel Kedia predicts that Nifty in 2025 could hit both highs and lows, with a potential range of 21,000 to 27,000 points.
• 😀 The Indian stock market could experience a temporary rally before a correction, but long-term growth is still possible, with specific stocks showing strong potential.
• 😀 Global markets, particularly the US, are facing challenges that may impact India's market trajectory, but there are still opportunities in the Indian equity market.
• 😀 Kedia anticipates a correction in gold and silver, with potential rebounds in the short term but overall weakness in these commodities in 2025.
• 😀 Crude oil could rise towards $100 due to geopolitical events, with the Middle East being a potential trigger for an uptick in prices.
• 😀 For large-cap stocks, ONGC is seen as a strong pick with potential returns of up to 50%, especially if crude oil prices surge.
• 😀 Stocks in the entertainment and media space, such as Zee Entertainment, are expected to perform well, with potential price increases of 50-60%.
• 😀 Tata Motors is expected to benefit from a rising British Pound, potentially seeing a 40-50% price increase, with a target of ₹1200-1250 per share.
• 😀 In the banking sector, small banks like Jammu & Kashmir Bank and RBL Bank are poised for significant growth, with RBL potentially seeing a price increase of up to ₹600-700.
• 😀 Large-cap banks are considered risky, and investors should avoid them in favor of smaller, more promising banks in 2025.
• 😀 The IT sector is expected to be volatile, with a recommendation to short-sell, while FMCG stocks should be bought for long-term delivery-based investments.

Q & A

What is the predicted range for Nifty in 2025 according to Sushil Kedia?

Sushil Kedia predicts that Nifty could fluctuate between 21,000 and 27,000 in 2025. He expects an initial bullish trend, but warns of possible corrections later in the year.

How does Sushil Kedia view the potential of crude oil prices in 2025?

Kedia expects crude oil prices to rise, potentially reaching $100 due to geopolitical events, particularly in the Middle East. However, he notes that the uptrend may take some time to materialize, possibly within the next 20-30 days.

What is Sushil Kedia’s stance on gold and silver for 2025?

Kedia anticipates weakness in both gold and silver, with a substantial correction still expected. He suggests that minor rebounds might occur, but the overall outlook for these metals is bearish.

What are the top stock recommendations given by Sushil Kedia for 2025?

Some of Kedia's top stock picks include ONGC, Reliance, Saregama, Tata Motors, TVS Motors, Jammu and Kashmir Bank, and RBL Bank. He also recommends small-cap pharma stocks and FMCG stocks for long-term investment.

Why does Sushil Kedia favor ONGC in 2025?

Kedia sees ONGC as a strong pick, forecasting up to 50% returns from current levels. The stock is recommended due to its potential to perform well given the expected rise in crude oil prices.

What is Sushil Kedia’s outlook on the banking sector, especially for smaller banks?

Kedia recommends smaller banks like Jammu and Kashmir Bank and RBL Bank for significant potential growth. He expects up to 200-300% returns from these stocks over the next year, while advising against investing in large-cap banks.

What is Kedia’s prediction for the auto sector in 2025?

Kedia is bullish on Tata Motors and TVS Motors in the auto sector. He believes that Tata Motors can rise due to its correlation with the British pound and sees TVS Motors benefitting from a complete correction, with potential for new highs.

Why does Kedia advise against investing in large-cap banks?

Kedia cautions against investing in large-cap banks because their charts show signs of potential risk. He believes that these banks might face challenges and advises focusing on smaller, more promising banks instead.

What is Kedia's outlook on the IT sector for 2025?

Kedia advises avoiding IT stocks in the short term, predicting that the sector has already reached its peak and will likely experience a downturn in the next few months.

What are Kedia’s thoughts on FMCG stocks for 2025?

Kedia is positive about FMCG stocks for long-term investment, recommending them for delivery-based buying. He expects steady performance from this sector in 2025.