Archive · 20 Aug 2025
Expert Predicts Sideways Market, Warns of Tariff Impacts
An investment expert thinks the Indian stock market might stay about the same for a little while.
He's worried about new taxes from the US and thinks that will slow things down.
However, he sees some companies doing better, like those in banking and technology.
While some sectors are facing challenges from AI, the expert thinks other sectors like finance and telecom are good places to invest because they're growing fast.
Expert predicts the Indian stock market will likely trade sideways in the short term, with Nifty between 24,500-26,000.
Trump's tariffs are expected to negatively impact the Indian economy, potentially reducing GDP growth.
Q1 earnings showed a slight revival, with growth in sectors such as BFSI, technology, oil and gas, cement, and utilities.
The IT sector faces challenges from AI and potential impacts from tariffs, leading to a 'wait-and-watch' approach.
Positive sectors for investment include financial services, telecommunications, cement, and consumer durables due to strong growth.
- Who
- Kush Gupta, Director at SKG Investment & Advisory, and retail investors.
- What
- Expert analysis of the Indian stock market, economic impacts of tariffs, and sector-specific investment advice.
- When
- Short-term market predictions and an analysis of the current economic situation, including earnings from Q1.
- Where
- Indian stock market and its economic relationship with the US.
- Why
- To provide insights into market trends, the impact of external factors, and sectors to focus on for potential investment.
Economic Risks
Market Opportunities
Market Factors
Economic Risks
Negative impact of Trump's tariffs and weak earnings.
Market Opportunities
Potential for earnings revival and resilience in core sectors.
Sector Performance
Economic Risks
IT sector faces challenges from AI transformation and geopolitical impacts
Market Opportunities
Consumer spending and demographic shifts support consumer durables and financial services
- Nifty Prediction
- Range-bound between 24,500-26,000 in the coming months.
- US Tariffs Impact
- Could cut GDP by 0.2–0.4 per cent.
- Key Sector Upgrades
- Healthcare, infra, financial services, and telecom.
- FY26 EPS Trim
- MSCI India’s FY26 EPS trimmed by 1.7 percent.
- Positive Sectors
- Financial services, telecommunications, cement, and consumer durables.
Sources
Expert view: Anuj Jain of Green Portfolio PMS on why Trump tariffs not a big risk, key positives for markets and more
Nifty 50’s decade-long rally faces valuation risks, said Equirus; picks 28 large and midcap stocks
Trump’s tariff threats are spooking pharma. Are MNC stocks the answer?
GST rejig, S&P upgrade may not bring FIIs to Indian equities quickly
Stocks to buy for long term: From BEL, Bharti Airtel, SBI, to ITC— Experts suggest THESE 20 high-earnings value picks
