Diwali Muhurat Buying and selling 2025: Zee Enterprise Managing Editor Anil Singhvi has set an upbeat tone for the following Samvat, projecting the Nifty 50 to maneuver in the direction of 29,100–30,000 ranges by subsequent Diwali, with a robust assist base at 24,300. Singhvi believes this assist would maintain agency until there’s a main world shock.
Nifty could march towards 30,000 by subsequent Diwali
Singhvi expects a broad-based rally over the following one yr, led by inflation-friendly sectors and consumption-driven momentum. He mentioned, “Solely a world occasion of enormous magnitude can break Nifty’s 24,300 assist.”
Based on him, the home market stays structurally robust and any correction needs to be seen as a chance to build up high quality shares.
Sector outlook: Consumption, FMCG and PSU banks to shine
Singhvi sees inflation-linked sectors main the cost from Diwali to Diwali. He expects a “consumption increase” pushed by potential earnings tax cuts, rate of interest cuts, and GST reductions, which may spur robust demand in FMCG, consumption, and gems & jewelry shares.
Amongst financials, NBFCs and PSU banks are more likely to submit sturdy earnings progress, whereas infrastructure, mutual fund, and wealth administration corporations may see robust traction.
On the flip facet, metals could witness excessive volatility, and wire phase shares may battle as a result of margin pressures. Singhvi advises a ‘purchase on dips’ strategy for auto, defence, and renewable vitality shares, whereas cautioning that IT shares could proceed to face headwinds. “Solely these IT corporations with vital AI-driven income potential will outperform,” he added, noting that conventional IT buybacks are not enticing.
International market view: Dow to face correction earlier than hitting 50,000
On the worldwide entrance, Singhvi tasks the Dow Jones Industrial Common to maneuver towards 48,000–48,500, earlier than witnessing a ten per cent correction between January and March 2026. Publish correction, he expects a robust rebound, with the ultimate goal round 50,000.
He additionally anticipates continued weak spot within the US greenback and flagged a possible threat associated to Donald Trump’s political developments, which may set off volatility in American or world markets.
Affect on Indian markets
Singhvi believes India will stay resilient to world corrections. “Our markets haven’t run excessively, so if US markets fall sharply, India may even see solely half that fall,” he famous.
He expects any early-2026 correction to offer a “ultimate golden alternative” for traders. “The decline in early 2026 will set the stage for a robust upside rally, doubtlessly doubling from these decrease ranges,” Singhvi added.
