From the outcome of the general elections and then Union Budget to tepid corporate earnings in the September 2024 quarter (Q2FY25), sticky inflation and Reserve Bank of India's stance on interest rates, extreme weather conditions, Indian stock markets have braved it all in calendar year 2024. At the global level, too, uncertainty surrounding the US presidential elections, geopolitical conflicts in West Asia, China's stimulus to prop up its economy and the yen carry trade, the Indian markets were mostly resilient to these headwinds.
As they prepare to step into the calendar year 2025, what are the key risks and opportunities that investors need to be mindful of? Here's what leading brokerages said.
JP Morgan
Global equity markets should face a fluid backdrop with many cross-currents at the forefront. The central equity theme for next year is one of higher dispersion across stocks, styles, sectors, countries, and themes. 2025 is set to be another year that calls for theme-driven opportunistic allocation to EM as opposed to benchmark investing.
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NTA to be restructured, will only focus on higher edu entrance exams
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BITTER CHILL PILL
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