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Nifty expected to be range-bound between 26,300 and 27,500 by year-end: Report
New Delhi: The Indian stock markets are expected to continue their upward trajectory, backed by strong macro fundamentals and policy support, a report said on Thursday, adding that with the Nifty50 rebounding from March lows, resistance is expected at 26,300, and a breakout could see the index reach over 27,500 by year-end.
The key triggers to watch out in second half of 2025 include clarity on US tariff policies and their impact on global trade flows, resolution of geopolitical tensions in the Indo-Pacific and Middle East, and progress on key bilateral deals such as the UK–India FTA, according to recent report of Smallcase Managers, an investment products and platforms provider.
However, the report suggested that investors closely monitor US inflation trends for the remaining months of 2025.'For the year ahead, one needs to watch out for certain key developments that might impact the markets,' said Robin Arya, smallcase Manager and Founder, GoalFi.
While the US inflation seems quite benign now, the outlook for it is clouded due to the uncertain impact of tariff policies on the supply of goods in the US and, thus, report anticipates that the US Fed could begin lowering rates, which would benefit the markets and strengthen FII flows, provided that trade agreements are swiftly reached and the supply of goods to the US is kept at competitive prices for the final consumer. In this calendar year, the Fed has maintained rates in a straight line, citing the growing risk of unemployment and inflation in the face of to the report, RBI MPC's further rate cuts expectation is also a domestic development which will lead to an increase in economic growth and household consumption, benefiting the markets.
