{"id":4192,"date":"2025-02-19T13:14:49","date_gmt":"2025-02-19T13:14:49","guid":{"rendered":"https:\/\/trending.niftytrader.in\/?p=4192"},"modified":"2025-02-19T13:14:49","modified_gmt":"2025-02-19T13:14:49","slug":"emkay-predicts-fii-selling-to-ease-by-april-sets-nifty-target-at-25000-by-december-2025","status":"publish","type":"post","link":"https:\/\/www.niftytrader.in\/markets\/emkay-predicts-fii-selling-to-ease-by-april-sets-nifty-target-at-25000-by-december-2025\/","title":{"rendered":"Emkay Predicts FII Selling to Ease by April, Sets Nifty Target at 25,000 by December 2025"},"content":{"rendered":"<h2 data-start=\"99\" data-end=\"123\"><strong data-start=\"102\" data-end=\"121\">Highlights:<\/strong><\/h2>\n<ul data-start=\"124\" data-end=\"1005\">\n<li data-start=\"124\" data-end=\"254\"><strong data-start=\"126\" data-end=\"176\">FII outflows in 2025 stand at \u20b91.06 lakh crore<\/strong>, driven by concerns over weak earnings, overvaluation, and a strong dollar.<\/li>\n<li data-start=\"255\" data-end=\"427\"><strong data-start=\"257\" data-end=\"337\">Emkay Institutional Equities projects Nifty reaching 25,000 by December 2025<\/strong>, backed by economic recovery, better employment trends, and higher government spending.<\/li>\n<li data-start=\"428\" data-end=\"588\"><strong data-start=\"430\" data-end=\"512\">Foreign Portfolio Investor (FPI) selling is expected to stabilize post-Q1 2025<\/strong>, with improving earnings outlook and reduced rupee depreciation concerns.<\/li>\n<li data-start=\"589\" data-end=\"758\"><strong data-start=\"591\" data-end=\"675\">Reserve Bank of India (RBI) liquidity measures likely to benefit Indian equities<\/strong>, especially in the <strong data-start=\"695\" data-end=\"755\">Banking, Financial Services, and Insurance (BFSI) sector<\/strong>.<\/li>\n<li data-start=\"759\" data-end=\"894\"><strong data-start=\"761\" data-end=\"853\">Domestic Institutional Investors (DIIs) have poured in over \u20b91 lakh crore so far in 2025<\/strong>, offsetting foreign investor outflows.<\/li>\n<li data-start=\"895\" data-end=\"1005\"><strong data-start=\"897\" data-end=\"1002\">Top investment picks across large-cap, mid-cap, and small-cap segments identified for potential gains<\/strong>.<\/li>\n<\/ul>\n<h2 data-start=\"1012\" data-end=\"1056\"><strong data-start=\"1015\" data-end=\"1054\">FII Selling to Stabilize by Q2 2025<\/strong><\/h2>\n<p data-start=\"1058\" data-end=\"1266\">Emkay Institutional Equities anticipates that the <strong data-start=\"1108\" data-end=\"1172\">selling pressure from Foreign Institutional Investors (FIIs)<\/strong>, which has weighed on the market since the beginning of 2025, will start easing from April.<\/p>\n<h3 data-start=\"1268\" data-end=\"1302\"><strong data-start=\"1272\" data-end=\"1300\">Current Market Scenario:<\/strong><\/h3>\n<ul data-start=\"1303\" data-end=\"1790\">\n<li data-start=\"1303\" data-end=\"1617\"><strong data-start=\"1305\" data-end=\"1362\">FIIs have been net sellers of \u20b91,06,445 crore in 2025<\/strong>, largely due to:\n<ul data-start=\"1384\" data-end=\"1617\">\n<li data-start=\"1384\" data-end=\"1430\"><strong data-start=\"1386\" data-end=\"1427\">Concerns over weak corporate earnings<\/strong>.<\/li>\n<li data-start=\"1433\" data-end=\"1506\"><strong data-start=\"1435\" data-end=\"1466\">Expensive market valuations<\/strong>, particularly in the broader indices.<\/li>\n<li data-start=\"1509\" data-end=\"1617\"><strong data-start=\"1511\" data-end=\"1570\">A strong US dollar putting pressure on the Indian rupee<\/strong>, reducing foreign investment attractiveness.<\/li>\n<\/ul>\n<\/li>\n<li data-start=\"1618\" data-end=\"1790\">However, <strong data-start=\"1629\" data-end=\"1683\">foreign investors turned net buyers on February 20<\/strong>, purchasing <strong data-start=\"1696\" data-end=\"1733\">\u20b94,786.56 crore worth of equities<\/strong>, signaling possible stabilization in selling activity.<\/li>\n<\/ul>\n<h3 data-start=\"1792\" data-end=\"1837\"><strong data-start=\"1796\" data-end=\"1835\">Factors Supporting Market Recovery:<\/strong><\/h3>\n<ul data-start=\"1838\" data-end=\"2315\">\n<li data-start=\"1838\" data-end=\"1970\"><strong data-start=\"1840\" data-end=\"1875\">Earnings Forecast Bottoming Out<\/strong>: Analysts expect corporate earnings to recover in <strong data-start=\"1926\" data-end=\"1937\">H2 2025<\/strong>, improving investor sentiment.<\/li>\n<li data-start=\"1971\" data-end=\"2131\"><strong data-start=\"1973\" data-end=\"2000\">DXY Index Stabilization<\/strong>: A <strong data-start=\"2004\" data-end=\"2041\">peak in the US Dollar Index (DXY)<\/strong> could ease rupee depreciation concerns, making Indian markets more attractive for FPIs.<\/li>\n<li data-start=\"2132\" data-end=\"2315\"><strong data-start=\"2134\" data-end=\"2162\">RBI&#8217;s Liquidity Measures<\/strong>: The <strong data-start=\"2168\" data-end=\"2215\">Reserve Bank of India\u2019s supportive policies<\/strong> are expected to enhance liquidity in domestic markets, especially <strong data-start=\"2282\" data-end=\"2312\">benefiting the BFSI sector<\/strong>.<\/li>\n<\/ul>\n<h2 data-start=\"2322\" data-end=\"2373\"><strong data-start=\"2325\" data-end=\"2371\">Nifty 50 Target at 25,000 by December 2025<\/strong><\/h2>\n<p data-start=\"2375\" data-end=\"2517\">Emkay Institutional Equities has set an ambitious <strong data-start=\"2425\" data-end=\"2471\">Nifty 50 target of 25,000 by December 2025<\/strong>, citing multiple economic recovery drivers:<\/p>\n<ul data-start=\"2518\" data-end=\"2858\">\n<li data-start=\"2518\" data-end=\"2604\"><strong data-start=\"2520\" data-end=\"2555\">Gradual recovery in consumption<\/strong>, driven by improving macroeconomic conditions.<\/li>\n<li data-start=\"2605\" data-end=\"2675\"><strong data-start=\"2607\" data-end=\"2635\">Better employment trends<\/strong>, leading to higher disposable income.<\/li>\n<li data-start=\"2676\" data-end=\"2755\"><strong data-start=\"2678\" data-end=\"2710\">Revival in unsecured lending<\/strong>, enhancing liquidity in financial markets.<\/li>\n<li data-start=\"2756\" data-end=\"2858\"><strong data-start=\"2758\" data-end=\"2799\">Increased government welfare spending<\/strong>, which could boost economic growth and market sentiment.<\/li>\n<\/ul>\n<h3 data-start=\"2860\" data-end=\"2886\"><strong data-start=\"2864\" data-end=\"2884\">Expert Viewpoint<\/strong><\/h3>\n<p data-start=\"2888\" data-end=\"3089\">According to <strong data-start=\"2901\" data-end=\"2955\">Nirav Sheth, CEO \u2013 Institutional Equities at Emkay<\/strong>, the worst phase of the <strong data-start=\"2980\" data-end=\"3020\">earnings downgrade cycle may be over<\/strong>. He expects <strong data-start=\"3033\" data-end=\"3072\">stronger earnings growth in H2 2025<\/strong>, supported by:<\/p>\n<ul data-start=\"3090\" data-end=\"3295\">\n<li data-start=\"3090\" data-end=\"3138\"><strong data-start=\"3092\" data-end=\"3135\">Renewed government spending initiatives<\/strong>.<\/li>\n<li data-start=\"3139\" data-end=\"3206\"><strong data-start=\"3141\" data-end=\"3164\">Tax relief measures<\/strong>, which could stimulate consumer demand.<\/li>\n<li data-start=\"3207\" data-end=\"3295\"><strong data-start=\"3209\" data-end=\"3249\">Strong domestic liquidity conditions<\/strong>, reinforcing confidence in Indian equities.<\/li>\n<\/ul>\n<p data-start=\"3297\" data-end=\"3519\">Sheth stated, <strong data-start=\"3311\" data-end=\"3517\">&#8220;We believe that the market is at a turning point. With economic indicators improving and liquidity conditions easing, investors should take advantage of the current market scenario. It is time to buy.&#8221;<\/strong><\/p>\n<h2 data-start=\"3526\" data-end=\"3564\"><strong data-start=\"3529\" data-end=\"3562\">Top Investment Picks for 2025<\/strong><\/h2>\n<h3 data-start=\"3566\" data-end=\"3593\"><strong data-start=\"3570\" data-end=\"3591\">Large-Cap Stocks:<\/strong><\/h3>\n<ul data-start=\"3594\" data-end=\"3895\">\n<li data-start=\"3594\" data-end=\"3676\"><strong data-start=\"3596\" data-end=\"3605\">Lupin<\/strong> \u2013 Strong growth in the pharmaceutical sector with a robust pipeline.<\/li>\n<li data-start=\"3677\" data-end=\"3749\"><strong data-start=\"3679\" data-end=\"3689\">Zomato<\/strong> \u2013 Benefiting from increasing online food delivery demand.<\/li>\n<li data-start=\"3750\" data-end=\"3823\"><strong data-start=\"3752\" data-end=\"3767\">Tata Motors<\/strong> \u2013 Strong EV growth and leadership in the auto sector.<\/li>\n<li data-start=\"3824\" data-end=\"3895\"><strong data-start=\"3826\" data-end=\"3843\">IndusInd Bank<\/strong> \u2013 Positioned well in the banking sector recovery.<\/li>\n<\/ul>\n<h3 data-start=\"3897\" data-end=\"3922\"><strong data-start=\"3901\" data-end=\"3920\">Mid-Cap Stocks:<\/strong><\/h3>\n<ul data-start=\"3923\" data-end=\"4159\">\n<li data-start=\"3923\" data-end=\"4005\"><strong data-start=\"3925\" data-end=\"3936\">Escorts<\/strong> \u2013 Gaining from strong demand in the agriculture and auto segments.<\/li>\n<li data-start=\"4006\" data-end=\"4082\"><strong data-start=\"4008\" data-end=\"4017\">Paytm<\/strong> \u2013 Expanding digital payments and financial services footprint.<\/li>\n<li data-start=\"4083\" data-end=\"4159\"><strong data-start=\"4085\" data-end=\"4110\">Metropolis Healthcare<\/strong> \u2013 Riding the wave of rising healthcare demand.<\/li>\n<\/ul>\n<h3 data-start=\"4161\" data-end=\"4188\"><strong data-start=\"4165\" data-end=\"4186\">Small-Cap Stocks:<\/strong><\/h3>\n<ul data-start=\"4189\" data-end=\"4353\">\n<li data-start=\"4189\" data-end=\"4260\"><strong data-start=\"4191\" data-end=\"4205\">Stovekraft<\/strong> \u2013 A strong player in the consumer appliances market.<\/li>\n<li data-start=\"4261\" data-end=\"4353\"><strong data-start=\"4263\" data-end=\"4277\">Quess Corp<\/strong> \u2013 Benefiting from India&#8217;s growing employment and HR outsourcing industry.<\/li>\n<\/ul>\n<h2 data-start=\"4360\" data-end=\"4406\"><strong data-start=\"4363\" data-end=\"4404\">DII Inflows Counteracting FII Selling<\/strong><\/h2>\n<ul data-start=\"4408\" data-end=\"4794\">\n<li data-start=\"4408\" data-end=\"4554\"><strong data-start=\"4410\" data-end=\"4513\">Domestic Institutional Investors (DIIs) have invested over \u20b91 lakh crore in equities so far in 2025<\/strong>, nearly <strong data-start=\"4522\" data-end=\"4551\">matching the FII outflows<\/strong>.<\/li>\n<li data-start=\"4555\" data-end=\"4682\">This strong DII participation underscores <strong data-start=\"4599\" data-end=\"4679\">continued domestic confidence in India&#8217;s economic and corporate growth story<\/strong>.<\/li>\n<li data-start=\"4683\" data-end=\"4794\">The influx of domestic funds is <strong data-start=\"4717\" data-end=\"4756\">helping stabilize market volatility<\/strong> amid global economic uncertainties.<\/li>\n<\/ul>\n<h2 data-start=\"4801\" data-end=\"4838\"><strong data-start=\"4804\" data-end=\"4836\">Market Outlook: Time to Buy?<\/strong><\/h2>\n<p data-start=\"4840\" data-end=\"5041\">With <strong data-start=\"4845\" data-end=\"4886\">FIIs expected to return as net buyers<\/strong>, a <strong data-start=\"4890\" data-end=\"4925\">strong domestic investment base<\/strong>, and <strong data-start=\"4931\" data-end=\"4970\">government-driven economic stimulus<\/strong>, Emkay Institutional Equities remains <strong data-start=\"5009\" data-end=\"5038\">bullish on Indian markets<\/strong>.<\/p>\n<p data-start=\"5043\" data-end=\"5238\">The brokerage has set a <strong data-start=\"5067\" data-end=\"5108\">Nifty 50 target of 25,000 by year-end<\/strong>, advising investors to <strong data-start=\"5132\" data-end=\"5235\">capitalize on the ongoing market correction and invest in high-potential stocks for long-term gains<\/strong>.<\/p>\n<h3 data-start=\"5240\" data-end=\"5260\"><strong data-start=\"5244\" data-end=\"5258\">Conclusion<\/strong><\/h3>\n<p data-start=\"5262\" data-end=\"5534\" data-is-last-node=\"\">As global macroeconomic conditions improve, and with strong <strong data-start=\"5322\" data-end=\"5363\">domestic liquidity and fiscal support<\/strong>, the <strong data-start=\"5369\" data-end=\"5433\">Indian stock market is poised for significant growth in 2025<\/strong>. <strong data-start=\"5435\" data-end=\"5534\" data-is-last-node=\"\">Investors should position themselves strategically to benefit from the expected market uptrend.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Highlights: FII outflows in 2025 stand at \u20b91.06 lakh crore, driven by concerns over weak earnings, overvaluation, and a strong dollar. Emkay Institutional Equities projects Nifty reaching 25,000 by December 2025, backed by economic recovery, better employment trends, and higher government spending. Foreign Portfolio Investor (FPI) selling is expected to stabilize post-Q1 2025, with improving [&hellip;]<\/p>\n","protected":false},"author":4,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[615],"tags":[],"ppma_author":[1331],"class_list":{"0":"post-4192","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-stock-market-news"}," _eael_post_view_count":0,"authors":[{"term_id":1331,"user_id":4,"is_guest":0,"slug":"sourabh","display_name":"Sourabh Sharma","avatar_url":{"url":"https:\/\/trending.niftytrader.in\/wp-content\/uploads\/2025\/11\/Sourabh-Sharma.png","url2x":"https:\/\/trending.niftytrader.in\/wp-content\/uploads\/2025\/11\/Sourabh-Sharma.png"},"0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":""}],"_links":{"self":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/4192","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/comments?post=4192"}],"version-history":[{"count":1,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/4192\/revisions"}],"predecessor-version":[{"id":4194,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/4192\/revisions\/4194"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media\/4193"}],"wp:attachment":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media?parent=4192"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/categories?post=4192"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/tags?post=4192"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/ppma_author?post=4192"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}