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Mark Mobius predicts India's Sensex will reach 100,000 within a year
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Sensex has returned 4.1% in 2025, underperforming MSCI Asia Pacific's 22%
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Banking, infrastructure, and domestic hardware sectors will lead Sensex rise, says Mobius.
Veteran market investor Mark Mobius has projected India's benchmark BSE Sensex index to hit 1,00,000 within a year. The rationale? Mobius believes that the recent downturn seen on Dalal Street is a temporary blip and that the Indian stock market will recover lost ground to its Asian peers.
"India will always be at the top of our emerging markets' list. I see the Sensex going to 1,00,000 within a year," Mobius, a long-time India bull, told NDTV Profit in an exclusive interview.
The Sensex has given a return of 4.1% so far in 2025, while the MSCI Asia Pacific index has risen 22% and the MSCI World is up by 15%.
What will dive growth in the near-term? According to Mobius, the rise in Indian benchmarks will be led by banking and infrastructure sectors, including private and public-sector companies. He is also bullish on domestic hardware companies that are linked to global manufacturing and semiconductors.
Addionally, the market veteran believes that India's efforts to become a major defence exporter will yield results soon and the sector will become more critical for investors going forward.
Mark Mobius also said India needs more infrastructure companies like the Adani Group, and the conglomerate's recovery after SEBI's clean chit in the Hindenburg case will continue.
Adani Group stocks added nearly $20 billion in market value in just two sessions after the market regulator dismissed Hindenburg Research's allegations against the group and its billionaire founder, Gautam Adani.
"The recovery in the Adani Group will continue. India needs more infra companies like Adani," Mobius said, stressing that he is optimistic about the conglomerate's strong outlook.
"India is going to grow from strength to strength. Adani Group companies will drive this growth," he said. Mobius is a well-known India bull.
The founder of Mobius Capital Partners LLP said that investors who would have done proper research would've known that all Hindenburg accusations were baseless.
Moreover, he said the Securities and Exchange Board of India is ushering in more transparency and strengthening institutional frameworks.
"Regulators should insist on corporate transparency and disclosures. SEBI is becoming friendly with the private sector," he said.
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Watch the full interview of Mark Mobius here:
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