ICICI Bank, L&T to Mastek: SMC Global Securities suggests THESE 10 stocks to buy for long-term with 15-30% upside | Stock Market News

Stocks to buy in 2025: The Domestic stock market saw significant growth, with key indices such as the Nifty 50 and Sensex posting gains of 8-10%. This positive performance was driven by a combination of global economic trends, domestic policy reforms and sector-specific growth. Domestic Institutional Investors (DIIs) played a crucial role, highlighting the growing confidence in India’s economic story. 

Domestic retail participation also surged, driven by increasing financial literacy and greater access to digital trading platforms, making equities a preferred asset class for many investors. Looking ahead to 2025, India’s economy is expected to maintain its upward trajectory, with GDP growth projected at 6.3% for FY25.

Key factors supporting this growth include robust private investment, rising domestic consumption, and ongoing government initiatives like Gati Shakti, Production-Linked Incentives (PLI), and Make in India. Infrastructure development, renewable energy expansion, and a focus on manufacturing are also expected to fuel economic progress. 

With global monetary conditions expected to ease, particularly as the U.S. Federal Reserve adjusts its policies, India is well-positioned to attract FII inflows, supporting market stability and growth. On the global front, the economic outlook is stabilizing. The U.S. stock market is expected to remain steady, with inflation moderating and growth stabilizing at

1.8-2.0%. Europe, while facing challenges, shows signs of improvement as energy markets stabilize, though growth is anticipated to remain below pre-pandemic levels. India and Japan are expected to

outperform, driven by strong domestic demand and innovation. However, risks such as geopolitical tensions, potential slowdowns in China, and persistent inflation in key economies could impact the global

In terms of sectors, financials stood out in 2024, supported by a 15% annual increase in credit growth and improved asset quality across banks and financial institutions. This trend is likely to continue into 2025,

as the emphasis on digitization, financial inclusion, and regulatory reforms strengthen the sector. The technology sector also rebounded in the latter half of 2024, driven by increased demand for digital

transformation services, cybersecurity solutions, and generative AI. This sector is expected to remain a key growth driver in 2025. The healthcare and pharmaceutical sectors performed steadily, bolstered by

strong domestic demand and export opportunities. Continued innovation in biotechnology and increased investments in research and development will likely further drive sector growth. Similarly, the

infrastructure and manufacturing sectors experienced positive momentum, aided by government capital expenditure and the growing involvement of the private sector in public projects, which is expected to

continue accelerating growth. Sectors such as alcoholic beverages and hospitality are expected to see growth, with the former benefiting from rising demand for premium products and the latter focusing on

sustainability and operational innovation. The steel sector will continue to benefit from domestic infrastructure projects, although global price fluctuations will remain a key factor to monitor.

While the outlook for 2025 remains positive, investors should remain cautious of risks such as geopolitical tensions, trade conflicts, and economic slowdowns in regions like China and Europe. Despite these

challenges, India’s long-term growth potential, supported by diversified sectors, presents significant opportunities for investors. With a strategic, staggered investment approach, 2025 offers a promising

environment for those looking to capitalize on India’s expanding market