Indian stock market experts are closely watching market trends to identify promising stocks for investors on July 1, 2025. Despite a slight downturn at the end of June, benchmark indices like the Nifty 50 and Sensex have shown resilience, supported by strong buying interest from both Foreign Institutional Investors (FIIs) and Domestic Institutional Investors (DIIs).

Market Overview

The Indian stock market has demonstrated strength amid global economic fluctuations, with sectors like banking, IT, FMCG, and infrastructure leading the charge. The government's focus on manufacturing, digital transformation, and infrastructure growth continues to bolster investor confidence.

However, the Nifty 50 and Sensex snapped their four-day winning streak on Monday, closing in the red. This downturn reflected profit booking after a strong rally. Investors are also closely monitoring FII and DII flows for market direction.

Expert Stock Picks

Several leading market experts have recommended stocks with promising potential for July 1, 2025:

• 5paisa: Recommends stocks based on careful evaluation of market trends, with an average holding period of 7-10 days. Stocks to buy include BHARTIHEXA, IDBI, IGL, APOLLOHOSP, and NAVINFLUOR. Also recommends Medi Assist Healthcare Services Ltd, EID Parry (India) Ltd, VST Industries Ltd, Coromandel International Ltd, and ICICI Prudential Life Insurance Company Ltd.
• Trade Brains Portal: Recommends one stock from the oil and gas sector, benefiting from stable energy demand, and another from the green energy sector, gaining traction amid the global push for sustainability.
• MarketSmith India: Offers recommended stock picks based on top-performing stocks, aiding informed investment decisions.
• Sumeet Bagadia: Suggests CARTRADE as a buying opportunity, citing technical indicators aligning for a potential upside rally. The stock is showing strong signs of breaking out from its consolidation phase, maintaining levels near the 20-Day and 50-Day EMA. A short-term target of 1818 is possible if the trend continues, with a stop-loss at 1640 to manage risk.
• The Hindu BusinessLine: Highlights CarTrade Tech as an interesting stock idea, noting its strong start to the week and bullish outlook.

• WristMart: Recommends top large-cap stocks like Reliance Industries Limited (RIL), Persistent Systems and AU Small Finance Bank.

  • Reliance Industries Limited (RIL): RIL's expansion in green energy and dominance in Jio Platforms make it a preferred choice for large-cap investors. The target price for the next 12 months is ₹3,600.
  • Persistent Systems: This stock is gaining market share in digital engineering and cloud services. The target price for the next 12 months is ₹5,800.
  • AU Small Finance Bank: It offers strong growth potential with expanding rural and semi-urban reach. The target price for the next 12 months is ₹1,450.

Market Trends and Cues

Several factors are expected to influence the stock market on July 1, 2025:

• Global Cues: U.S. futures are trading higher, signaling potential support from global risk appetite.
• Institutional Flows: DIIs have continued their strong buying streak, while FII flows remain uneven.
• NSE Launch of Electricity Futures: The National Stock Exchange (NSE) will introduce electricity futures contracts starting July 11, 2025, enhancing risk management tools for power market participants.

Expert Recommendations

Kotak Securities' Shrikant Chouhan identifies 25,470 as a key level for the Nifty. A move above this level could take it to 25,600, while a drop below could see it fall to 25,375. Bajaj Broking notes that the Bank Nifty is currently perched above its immediate support zone of 57,000–56,800. Sustaining above this zone will keep the short-term bias constructive, potentially leading to a move towards 58,500.

IPO Market

The primary market is showing renewed activity, with 12 IPOs currently open and 74 companies having received SEBI approval for public offers. Big names in the pipeline include NSDL, Hero Fincorp, JSW Cement, LG Electronics, Kent RO, and Vikram Solar.

Disclaimer:

It is important to note that these recommendations are based on experts' analysis and market trends as of July 1, 2025. Investors should conduct their own research and consider their individual risk tolerance and investment goals before making any decisions.