
Analysts are optimistic about the stock market's performance in 2025, with expectations of significant gains in various sectors. Wall Street anticipates a third consecutive year of 20% gains for the US stock market, driven by factors including the AI revolution and potential policy changes under a second Trump administration. Bernstein advises selective buying in Indian equities, while a portfolio manager highlights three Indian stocks as promising investments. In the AI sector, Nvidia and Palantir are highlighted as top performers from 2024, expected to continue their growth trajectory into 2025. Other AI stocks such as Microsoft, Tesla, Alphabet, Apple, MongoDB, Pegasystems, Snowflake, and Salesforce are also identified as potential winners. The Indian market is expected to see stocks like Cholamandalam Investment, Prestige Estates, and Gravita India rise by 25-40%, while small-cap stocks in India are projected to rally up to 53%.









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