Archive · 2 Sep 2025
Axis Securities CEO: Market to Stabilize in Q3, Outperform in 12 Months
Imagine the stock market has been going up and down lately, taking a break after a strong run.
A market expert from Axis Securities thinks things will get better starting in the third quarter of this year because of more money flowing in, less inflation, and government help.
They expect that the market may not go up a lot, but that there are opportunities.
The expert suggests investing in big, stable companies and also a few smaller ones.
This should offer good returns over the next year.
The expert is cautious about some export-driven industries because of the risk of tariffs and advises against investing in IT for now.
Axis Securities CEO expects market stabilization from Q3 2024 due to improved liquidity and easing inflation.
The expert anticipates single-digit returns for the benchmark index in 2025.
Tariffs pose key risks, particularly for export-driven sectors.
Domestic-facing sectors such as BFSI, telecom, healthcare, and consumption are preferred.
A balanced approach is recommended: large-cap focus with selective mid and small-cap exposure.
- Who
- Pranav Haridasan, MD and CEO of Axis Securities
- What
- Assessing the Indian stock market and offering investment strategies.
- When
- Recent weeks
- Where
- India
- Why
- To provide insights on market stability and investment opportunities.
- Expert
- Pranav Haridasan, MD and CEO of Axis Securities
- Expected Market Stabilization
- Q3 2024
- Expected Return for 2025
- Single Digits
- Key Risks
- Trump's Tariffs
- Recommended Investment Strategy
- Barbell approach (core in large caps, selective mid and small caps)
- Preferred Sectors
- BFSI, Telecom, Healthcare, Consumption
