Expert view: Investors should consider defence, IT, pharma, railway stocks, says Aamar Deo Singh of Angel One
Live MintExpert view: Aamar Deo Singh, Senior Vice President of Research at Angel One, believes investors should consider pharma, IT, energy, and hospitality sectors as they may outperform in 2025. In an interview with Mint, Singh shared his expectations from the Union Budget 2025 and also discussed how the US Fed's rate moves and the Donald Trump factor may impact the Indian stock market. The US Fed’s rate moves generally have significance across global markets, and the recent 25 basis point rate cut was on expected lines. Focus on the EV space and streamlining procedures and policies, including simplifying the refund process, enhancement of incentives for R&D for domestic pharmaceutical companies, incentivising infrastructure investments by Sovereign Wealth Fund and foreign pension funds, laying a roadmap for a comprehensive programme for yield improvement, provide tax breaks for data centres and Global Capability Centres, increase in the deduction for home loan payments, and introduction of higher income tax exemptions to boost disposable income are some of the expectations from the Union Budget 2025.
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