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Deven Choksey anticipates market growth driven by stock rotations and sectoral dynamics. Promising opportunities lie in banking stocks like Axis and ICICI, along with strong performers such as Reliance and HDFC Bank. Infrastructure spending and election outcomes expected to influence market trends. Choksey also says metals is one area which would possibly drive for the next five to seven years.

“Currently we are overweight in the healthcare sector where we see lots of opportunities. We are also overweight in the telecom sector because we see the market structure supporting the listed companies and a potential for non-linear increase in profitability in many companies. We are also overweight consumer staples, predominantly the consumer retailers.”

Arun Kumar from FundsIndia advises on handling market all-time highs by aligning with GDP growth, investing at all-time highs, and building diversified portfolios based on different styles to mitigate risks effectively. He further says that for existing portfolios, since we are not in a bubble, one does not need to go underweight on equities.

PNB Housing CEO Girish Kousgi outlines plans for corporate business growth, cost of borrowing reduction, retail book growth, and affordable housing vertical expansion. Kousgi says: "We showed a growth of about 18.5% on disbursements and 14% on book. So, FY25, we are looking at book growth of 17% on retail. So, disbursement will be about 24-25%."

IDFC First Bank, led by V Vaidyanathan, plans to raise capital in FY25 to support growth. The bank's strong market performance, deposit growth, and focus on loan quality position it for continued success in the financial sector. Vaidyanathan also says that he expects income to grow faster than and by a meaningful number and maybe by 400-500 basis points. That will open up the jaw of profitability.