What could move stock markets in H2 2025? Check outlook, Nifty Dec target

Analysts expect Nifty to rise up to 6 per cent in six months, with intermittent corrections likely due to global factors

With Dalal Street closing the first half (H1) of calendar year (CY) 2025 near record highs, analysts expect equities to remain firm in the second half as well, buoyed up by macroeconomic tailwinds that could counterbalance global risks.

 

At the headline level, they see the benchmark Nifty index rising up to 6 per cent from current levels over the next six months, despite likely pullbacks triggered by global events ranging from tariffs to oil prices and geopolitics.

 

Domestic triggers, according to Chokkalingam G, founder and chief investment officer at Equinomics Research, include solid economic growth, stable inflation, low oil prices,