Archive · 28 Jul 2025
Mid-Cap Stocks May Lead Indian Market in the Second Half of 2025
The Indian stock market might stay in a small range for a bit.
The first few months of this year weren't great, especially in tech, but some sectors like banking are doing better.
People are hopeful about trade deals with the U.S. The first half of the year was hurt by lower profits and trade problems.
Experts think mid-size company stocks could do better in the second half because their earnings might improve and risks could decrease.
This is why the market is a bit uncertain right now.
Indian market expected to trade in a narrow range with a negative bias.
Q1 results commenced on a subdued note, though some sectors saw gains.
Market anticipates a favorable outcome from U.S. trade talks for India.
H1 performance affected by downgraded domestic earnings and trade war.
Midcaps may outperform in H2 due to improved earnings outlook and reduced risk.
- Who
- Vinod Nair, Head of Research at Geojit Investments.
- What
- Market outlook and potential for mid-cap stock performance.
- When
- Focus on near-term and second half of 2025.
- Where
- Indian stock market.
- Why
- To provide insight into market trends, risks, and opportunities for investors.
- Market Range
- 24,800 to 25,250 with a negative bias
- Key Support
- 24,500
- Resistance
- 25,500
- Overall Revenue Growth
- +5%
- Earnings Growth
- 10 to 12%
- Factors influencing H2
- Good monsoon, reduced inflation, rate cuts, and rising consumption demand
