Published on January 5, 2025

As we step into the second trading week of 2025, the markets are buzzing with optimism. Nifty has successfully crossed the psychological 24,000 mark, driven by strong December auto sales, encouraging corporate updates, and positive sentiment ahead of the Union Budget on February 1. Here’s what to look forward to in the coming week.

Key Market Highlights

1. Market Momentum

The last two weeks have witnessed a strong rally, with Nifty crossing significant milestones. While large-cap stocks saw mixed performance last week, auto and FMCG sectors stood out as key outperformers.

2. IPO Frenzy

This week, the market gears up for an IPO bonanza with seven new issues hitting the primary market. Six listings are scheduled, keeping investor sentiment high.

3. Key Data and Corporate Updates

The coming week is packed with critical data and corporate events:

• TCS Quarterly Results: All eyes are on TCS as it kicks off the earnings season. Expect insights into IT sector performance and demand trends.

• US Payroll Data: This key global economic indicator will shape market expectations around interest rates and global liquidity.

• Domestic GDP and IIP Data: Scheduled for release on January 7, these indicators will offer a glimpse into the economy’s performance and set the tone for upcoming policy discussions.

• FII Activities: Foreign Institutional Investors’ actions will remain under scrutiny, as their participation has been a significant market driver.

Sectoral Focus

1. IT and FMCG

Both sectors have shown resilience, with strong demand drivers and optimistic corporate updates expected to keep them in focus.

2. Auto

Buoyed by robust December sales, the auto sector continues to gain traction, offering opportunities for long-term investors.

3. Pharma and Healthcare

With healthcare spending on the rise, the pharma sector is poised for growth, particularly in domestic markets.

4. Cement and Infrastructure

With increased government spending and price hikes, this sector is set to benefit from infrastructure push and higher demand.

5. Defense and PSU Banks

Improved updates from public sector banks and defense stocks linked to government projects make these sectors worth monitoring.

Key Events to Watch on the Global Economic Calendar

• January 7: Annual GDP data for FY 2024-25.

• US Non-Farm Payrolls: A critical indicator influencing global markets.

• Global Corporate Earnings: Insights into broader economic trends.

Stay Updated

As the markets evolve, staying informed is key to making the right investment decisions. For a deeper dive into these developments, watch our exclusive YouTube video where we analyze market trends and discuss actionable insights.

Invest smart, stay ahead.