{"id":20070,"date":"2025-10-22T21:24:07","date_gmt":"2025-10-22T21:24:07","guid":{"rendered":"https:\/\/tezgyan.com\/index.php\/2025\/10\/22\/samvat-2082-where-will-investors-profit-experts-share-stock-picks-markets-news\/"},"modified":"2025-10-22T21:24:07","modified_gmt":"2025-10-22T21:24:07","slug":"samvat-2082-where-will-investors-profit-experts-share-stock-picks-markets-news","status":"publish","type":"post","link":"https:\/\/tezgyan.com\/index.php\/2025\/10\/22\/samvat-2082-where-will-investors-profit-experts-share-stock-picks-markets-news\/","title":{"rendered":"Samvat 2082: Where Will Investors Profit? Experts Share Stock Picks | Markets News"},"content":{"rendered":"


\n<\/p>\n

\n

Last Updated:<\/span>

Analysts point out that market performance will hinge on factors such as corporate earnings growth, GDP expansion, and foreign portfolio investor inflows<\/h2>\n
\"Analysts<\/p>\n

Analysts recommend managing expectations, steering clear of crowded themes, and prioritising corporate earnings growth.<\/p>\n<\/figure>\n

The new Samvat 2082 has begun, and investors are cautiously optimistic about the stock market\u2019s prospects after a muted performance last year. In Samvat 2081, Nifty and Sensex ended a two-year streak of strong growth, delivering modest returns. Nifty rose by 6.8% and Sensex by 5.8%, while Nifty Midcap 100 grew 5.8%. Nifty Smallcap 100, however, fell 2.1% after surging over 30% in the previous two Samvats.<\/p>\n

Experts say that although spectacular gains are unlikely in the coming year, steady returns are still possible. Analysts point out that market performance will hinge on factors such as corporate earnings growth, GDP expansion, and foreign portfolio investor inflows.<\/p>\n

In Samvat 2081, weak corporate results, US tariffs, and foreign investor sell-offs weighed on the market. Sector-wise, financials and automobiles delivered the strongest returns, while IT, energy, and real estate lagged. Looking ahead, analysts expect banking, pharmaceuticals, and cement sectors to perform better in Samvat 2082.<\/p>\n

\u201cEarnings momentum is returning in the banking sector,” said Jyotivardhan Jaipuria, founder and MD of Valentis Advisors, adding, \u201cConcerns over tariffs on generic drugs have eased, which is positive for pharma. Cement prices are rising after two years, which could support returns.”<\/p>\n

He expects investors could see returns of 10-12%, with company income growth around 14%. \u201cValuations are now reasonable, so returns should largely reflect earnings growth,” he said.<\/p>\n

Jimit Modi, CEO of Samco Group, cautioned investors to temper expectations, saying, \u201cExtraordinary gains seen after the pandemic are unlikely to repeat. Avoid chasing crowded themes like gold or silver.”<\/p>\n

According to a recent Nomura report, corporate earnings are expected to improve from FY27, with Nifty 50 projected to reach 26,140 by March 2026. Analysts said supportive measures such as government tax and GST reforms, RBI rate cuts, and credit-boosting steps may help the market. However, weak domestic demand, slow employment and wage growth, and low savings rates could limit potential gains.<\/p>\n

Follow News18 on Google<\/a>. Join the fun, play QIK games on News18<\/a>. Stay updated with all the latest business news, including market trends<\/a>,\u00a0stock updates<\/a>,\u00a0tax<\/a>, IPO,\u00a0banking finance<\/a>, real estate, savings and investments. To Get in-depth analysis, expert opinions, and real-time updates. Also Download the\u00a0News18 App<\/a> to stay updated.<\/span><\/div>\n
First Published:<\/span><\/p>\n
\n

October 22, 2025, 13:54 IST<\/p>\n<\/div>\n<\/div>\n

\n
\n
Disclaimer: Comments reflect users\u2019 views, not News18\u2019s. Please keep discussions respectful and constructive. Abusive, defamatory, or illegal comments will be removed. News18 may disable any comment at its discretion. By posting, you agree to our Terms of Use<\/a> and Privacy Policy<\/a>.<\/div>\n<\/div>\n<\/div>\n

Read More<\/span><\/p>\n<\/div>\n


\n
Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Last Updated:October 22, 2025, 14:17 IST Analysts point out that market performance will hinge on factors such as corporate earnings growth, GDP expansion, and foreign portfolio investor inflows Analysts recommend managing expectations, steering clear of crowded themes, and prioritising corporate earnings growth. The new Samvat 2082 has begun, and investors are cautiously optimistic about the…<\/p>\n","protected":false},"author":1,"featured_media":20071,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[],"class_list":["post-20070","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business"],"_links":{"self":[{"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/posts\/20070","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/comments?post=20070"}],"version-history":[{"count":0,"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/posts\/20070\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/media\/20071"}],"wp:attachment":[{"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/media?parent=20070"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/categories?post=20070"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/tags?post=20070"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}