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Market expert Sahil Kapoor advises focusing on multi-asset allocation funds for high-risk tolerance investors in FY25. Uncertainty looms with SMIDs rally, election year volatility, and stretched valuations impacting market sentiment.
Some sectors underperform for years and then come into focus. Partially due to China Plus one policy, and govt's PLI scheme, the textile sector is back in focus. But there is a macro issue that textile has been completely dominated by China and other nations. The Indian textile industry has been in bad shape for decades. Given the operating matrix, will PLI scheme, other support be enough for these cos to see sustained growth to profitability. This list is drawn from Stock Reports Plus, powered by Refinitiv, with over 4,000 stocks with detailed company analysis focusing on 5 key components - ...
“The IPO index and SME sector look a little overstretched, and one needs to be very cautious in these two segments.”
"Speciality chemical stocks are coming back. There was a lot of dumping by the Chinese, but globally now we are seeing a recovery happening. So the theme for the first quarter could be chemicals and within that speciality chemicals could outperform that is worth a look, says Ajay Bagga"