Top sectors to pick and avoid in 2025
2 weeks ago

Top sectors to pick and avoid in 2025

Live Mint  

Mint spoke with wealth management experts to identify their top investment picks and strategies for 2025. Fund Manager 1: Shreyash Devalkar, Head Equity, Axis Mutual Fund Devalkar expects sectors like consumer discretionary, healthcare, and capital goods to perform well in 2025. “We continue to like the pharmaceutical sector as we see tailwinds in the form of—the US price erosion cycle has turned given drug shortages and only a mild increase in competitive intensity; strong drug pipelines across companies; stable domestic growth and; benign cost environment". Fund Manager 3: Neelesh Surana, CIO, Mirae Asset Investment Managers He favours large private banks due to their reasonable valuations, with the potential for monetary stimulus to revive credit growth and margin stability. Fund Manager 4: Harsha Upadhyaya, CIO – Equity, Kotak Mahindra Asset Management Company He favours banking stocks, both large private sector and public sector banks.

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Live Mint  

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Live Mint  

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Live Mint  

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Live Mint  

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