Legendary investor Mark Mobius has predicted that the BSE Sensex could reach 1,00,000 points in the next one year. He believes that the recent dip is temporary and that the banking, infrastructure, semiconductor, and defense sectors will drive the rally in the Indian stock market. While some sectors will be affected by US tariffs, the market will remain b.
Sensex: World-renowned investor Mark Mobius stated that the Indian stock market could push the BSE Sensex to 1,00,000 points in the next one year. He believes the recent decline is temporary and the Indian market will soon regain its lost ground. Mobius identified the banking, infrastructure, semiconductor, and defense sectors as key growth drivers, adding that the market would remain attractive to investors despite US tariffs.
Current Sensex Performance
So far in 2025, the Sensex has delivered a return of 4.1 percent. However, this performance has been somewhat subdued compared to other emerging economies. During the same period, the MSCI Asia Pacific Index has surged by 22 percent, and the MSCI World Index by 15 percent. Mark Mobius is confident that the market will return to its growth trajectory in the coming months, offering good opportunities for investors.
Sectors Expected to Drive Growth
Mobius stated that in the coming period, the banking and infrastructure sectors could lead the rally in the Indian stock market. This would include both private and public sector companies. Furthermore, opportunities for investors could also emerge in domestic hardware companies linked to global manufacturing and semiconductors.
Mobius also emphasized the potential of the Indian defense sector. He believes India's efforts to become a defense exporter will be significant for investors in the future. The global export of defense equipment and technology is expected to drive growth in this sector. This shift could bring long-term stability and better returns to the market.
Impact of US Tariffs
Mark Mobius also shared his views on US tariffs. He stated that while the tariffs imposed by the US might have some impact on the market for a short period, the Indian stock market would remain stable and continue to offer opportunities for investors. Key sectors likely to be affected by US tariffs include pharmaceuticals, diamonds, gems, and textiles.
Mobius asserts that India possesses sufficient resources to tackle these challenges. Effective measures by the government and policymakers can mitigate these impacts. Consequently, the market can quickly recover from these shocks and regain its upward momentum.
Mark Mobius's Confidence
In an interview, Mobius stated that India would always remain at the forefront of emerging markets. He is fully confident that the Sensex will reach 1,00,000 points in the next one year. This prediction is based on India's b economic fundamentals, rapidly growing consumer market, and the trust of global investors.
Mobius also mentioned that the Indian market would recover to its previous levels faster than other Asian countries. Investors should view the current dip as an opportunity, as there are significant return prospects in the market in the coming months.
Sector Recommendations for Investors
According to Mobius, investors should look for opportunities in the banking, infrastructure, hardware, semiconductor, and defense sectors. The b growth and global competitiveness of these sectors make them attractive for investment.
He further added that improvements in the defense and technology sectors, coupled with increasing domestic production and export capabilities in India, could offer long-term benefits to investors.
