As Dalal Street entered Samvat 2080, the New Year as per the Vikrami calendar, Zee Business Managing Editor Anil Singhvi expects the index to scale fresh highs in the year ahead. He believes that a decent outcome of the 2024 general elections will help the domestic market outperform its global peers. The market wizard sees a higher range for the Nifty50 emerging at 21,000-21,500 levels with strong support coming in at 18,000-18,500 levels. 

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He points out two kinds of risks to the upside in the domestic market: 

  • Any major negative cue in the global markets 
  • Failure of the current central government to return to power in 2024

Where can investors make money on Dalal Street?

The market expert believes that while strong buying may continue in the pharma sector, chemical stocks are due for a re-rating, and IT as well as AI-related stocks may attract strong investor interest. He also expects strength in liquor-, yarn- and e-commerce platform-related stocks.

Here are his Diwali picks

Buy Aarti Industries shares

  • Targets for next Diwali: Rs 675 and Rs 800
  • Three-year target: Rs 1,200

Buy Share India Securities shares

  • Targets for next Diwali: Rs 1,800 and Rs 2,100
  • Targets for the next 2-3 years: Rs 2,500 and Rs 3,000

Buy United Spirits shares

  • One-year targets: Rs 1,400 and Rs 1,550
  • Hold for three years

Buy SBFC Finance shares

  • Targets for next Diwali: Rs 120 and Rs 145

Here's how Anil Singhvi views global markets

The market wizard expects new highs to emerge on Wall Street, with the tech stocks-heavy Nasdaq Composite expected to outperform the Dow Jones Industrial Average blue-chip index. The US market may stage big moves on the upside on any sign of a reduction in benchmark interest rates, he says. 

Singhvi also expects an end to global political uncertainties during the course of the year. 

He believes crude oil prices to ease to as low as $55 per barrel and expects levels to the tune of 39,000-40,000 to emerge in the Dow Jones gauge. He views geopolitical tensions and higher-for-longer interest rates as unknown and known risks to the upside, respectively. 

Catch highlights of the muhurat trading session here