As Sensex and Nifty slip into correction phase, what to expect in 2025?

Going ahead, what’s in store for the benchmark indices in the calendar year 2025? Will the Sensex and the Nifty extend their winning run to the 10th year in a row?

Goldman Sachs sees Nifty at 27,000 by Dec 2025. Goldman Sachs, the New York-based investment bank, has outlined its strategic vision for Indian equities in 2025. 

When the GDP grows around 6.5% and inflation at 5%, India seems to be a great economy.

Analysts expect corporate earnings and profit growth to be slightly higher than GDP Growth. Dalal Street is expected to move in line with growth in corporate profits. This implies a 15% CAGR, taking Sensex & Nifty up 4 times in the next decade.

We expect there will be incremental and major growth potential in sectors such as housing, agriculture, defence, tourism, and the rapidly growing segment of affluent consumers, will drive the next phase of economic expansion in India.

In the short term, the Sensex’s trajectory will likely be influenced by Budget, RBI Monetary policy, US Fed Rate Cut and of course Donald Trump Swearing in and his economic policies. 

Mark Mobius, a renowned emerging markets investor foresee India’s GDP to grow at 7% and consolidated corporate earnings to be at 15% for next 4 to 5 Years and India is upward trajectory.