Weekly Wealth Report
Issue 175, Weekly Wealth Newsletter: 30th Dec 2024 – 6th Jan 2025
(Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)
Curated by
Mr. Sathish Kumar
Founder – Creating Wealth Company
Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber
Phone – 9841058689
Mail – creatingwealthadvisory@gmail.com
Web – www.sathishspeaks.com
Sensex and Nifty Target for 2025?
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As Sensex, Nifty slip into correction phase, what to expect in 2025?
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. The firm identifies major growth potential in sectors such as housing, agriculture, defence, tourism, and the rapidly growing segment of affluent consumers, which it believes will drive the next phase of economic expansion in India. The Indian benchmark indices, Nifty and Sensex have delivered positive returns of 9 per cent and 8.5 per cent respectively in 2024 so far.
Even more impressive has been the performance of the broader market, Nifty Midcap 100 index and the Nifty Small cap 100 index gaining 24 per cent each.
However, towards the fag end of the year, the markets have come under selling pressure, declining 1.7 per cent in December so far after a 0.3 per cent fall in November and a 6.2 per cent decline in October. This downtrend has led to many brokerages reducing their 2025 targets.
Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance
Weekly Market Pulse
Domestic equity markets rose after posting losses in the previous week as key benchmark indices BSE Sensex and Nifty 50 rose 0.84% and 0.96%, respectively. The rally was broad based as the mid-cap segment and the small-cap segment both closed the week in green.
Domestic equity markets rose as a favourable personal consumption expenditures (PCE) price index report from the U.S. for the month of Nov 2024 renewed optimism regarding potential policy easing by the U.S. Federal Reserve in 2025.
Sentiment was boosted after the U.S. Congress passed spending legislation on Dec 21, 2024, helping avert a year-end government shutdown.
However, gains were restricted on concerns over persistent selling by the foreign institutional investors in domestic equity markets along with rupee’s record fall against the U.S. dollar.
On the BSE sectoral front, a spirited rally in auto and pharma stocks infused fresh energy into the market. BSE Auto rose 2.09% after a domestic brokerage firm upgraded several auto companies, citing recovery prospects despite near-term headwinds, while BSE Healthcare witnessed a gain of 1.23% during the week.
Mutual Fund Corner
Invesco Balanced Advantage Fund
The fund dynamically changes asset allocation across equity, debt, cash and derivatives (including hedges), based on valuation cycles.
The Fund manager will increase the exposure to equity when market valuations are attractive and will prune the equity exposure by increasing cash or debt exposure and/or through hedging when equity markets get expensive or experience volatility.
Allocation to equities and debt & money market instruments can be in the range of 0% – 100%.
Asset allocation is determined based on proprietary model combining valuation parameters like P/E & P/B along with the yield gap to determine net equity allocation.
The model may use qualitative overlay of fund management team from time to time to arrive at final equity allocation.
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Stock of the Week
Apollo Hospitals
CMP – 7246
Target – 7999 ( In 12 – 18 Month’s Time Frame)
Apollo Hospitals was established in 1983 by Dr. Prathap C Reddy, renowned architect of modern healthcare in India. As the nation’s first corporate hospital, Apollo Hospitals is acclaimed for pioneering the private healthcare revolution in the country.
Healthy long term growth as Operating profit has grown by an annual rate 20.59%
With a growth in Net Profit of 28.29%, the company declared Very Positive results in Sep 24
Stock is technically in a Mildly Bullish range, Multiple factors for the stock are Bullish like MACD, KST and OBV
With ROCE of 16.9, it has a Fair valuation with a 8.6 Enterprise value to Capital Employed
High Institutional participation of 65%
The stock is trading at a discount compared to its average historical valuations
For your Equity Recommendation, Pls call us 78100 79946
Mutual Fund Course
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My first 1 Crore Club
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• Having money but still doesn’t know how & where to invest?
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This Week Media Publications
Mutual Funds Vs Direct Stocks – Which is profitable for Investor? This week at Nanayam Vikatan
Channel Link
My Book Publications
This Newsletter is from Creating Wealth Company – For Private Circulation only.
For more information connect with Sathish Kumar @ 9841058689
You can also connect with us investments@sathishspeaks.com
Visit – www.sathishspeaks.com for More Details.
Disclaimer
Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund is not necessarily indicative of future performances. Mutual fund does not guarantee any returns or dividends.
This report is for informational purposes only and contains information, opinions, and material obtained from reliable sources every effort has been made to avoid errors and omissions and is not to be construed as advice or an offer to act on views expressed therein or an offer to buy and/or sell any securities or related financial instruments, we shall not be responsible and/or liable to anyone for any direct or consequential use of the contents thereof. Reproduction of the contents of this report in any form or by any means is prohibited.