What market guru Anil Singhvi wants investors to focus on ahead of Budget?

As the Budget 2025-2026 approaches, Zee Business Managing Editor Anil Singhvi has laid out strategic investment advice for investors. The market wizard has advised investors to adopt a "buy on dips", with key focus areas across several sectors, including power, telecom and IT. "Investors should capitalise on market corrections by buying quality stocks on dips", he said. Will these sectors perform rally or not ahead of the upcoming budget?

What to do with banking and NBFC sector stocks

Banking and non-banking financial companies (NBFCs) are expected to take the lead in driving market momentum, according to him. In the past month (since December 16), the Nifty Financial Services index fell 8.75 per cent, while on the other side, in the past one-year surged 5.74 per cent and 54.75 per cent in the last five years.

Further, he outlined that stocks from sectors such as power, railways, and companies aligned with the government’s Jal Jeevan Mission offer investment opportunities. Related to power stocks, the Nifty Energy index decreased by 8.51 per cent in the previous month, and 3.87 per cent in a year. While in the last five years, it surged 111.72 per cent.

Textiles, retail stocks

Singhvi is bullish on the textiles and retail sector stocks with a strong movement. Investors can consider companies in these industries for long-term gains.

How much will Nifty rise in the next month; here's what Anil Singhvi says

Anil Singhvi has predicted that the Nifty50 index could rally by 5-7 per cent until March.

Anil Singhvi's outlook on telecom sector

Telecom stocks are expected to perform well ahead of the budget, according to Anil Singhvi. 

Will IT Stocks see a rally?

He has a 'neutral' stance on the IT sector stocks are to be approached with caution. "Investors should book profits at higher levels and avoid new investments in this sector for the time being," he said. Since December 16, 2024, the Nifty IT index slipped by 4.93 per cent. The IT index gained 18.17 per cent to 43,401.25 in a year and 164.93 per cent in the last five years.