Five wealth management experts identify their top investments & strategies for 2025. Here's the lowdown.
Shreyash Devalkar, head equity, Axis Mutual Fund
Devalkar expects consumer discretionary, healthcare and capital goods to perform well in 2025. Consumer discretionary benefits from the premiumization theme as luxury spending has done well, he said, adding that capital goods companies have strong order books. Both domestic and export markets in pharma sector are growing steadily.
Devalkar has avoided financial services, consumer staples, and oil and gas. Lenders face challenges from slowing growth and pressure on net interest margins. Consumer staples are seeing weak urban consumption. Oil, gas, and their derivatives are expected to remain soft due to slower global growth.
Aniruddha Naha, CIO-alternatives, PGIM India AMC
Denne historien er fra December 26, 2024-utgaven av Mint Mumbai.
Start din 7-dagers gratis prøveperiode på Magzter GOLD for å få tilgang til tusenvis av utvalgte premiumhistorier og 9000+ magasiner og aviser.
Allerede abonnent ? Logg på
Denne historien er fra December 26, 2024-utgaven av Mint Mumbai.
Start din 7-dagers gratis prøveperiode på Magzter GOLD for å få tilgang til tusenvis av utvalgte premiumhistorier og 9000+ magasiner og aviser.
Allerede abonnent? Logg på
A Luxury Seven-seater Gets a Stylish Makeover
New tech features and exterior refinements enhance comfort in the Audi Q7 but some much-needed updates are missing
'Little potato' tourism heats up China's northeast
Social media, novels and dramas have helped draw attention to Harbin, a frigid city near the North Korea border
Bringing Past to the Present
A Mint guide to what's happening in and around your city
The good, the bad, and the uncertainty of the year ahead
What impact will the next US administration have on economic growth and inflation?
Three workplace trends have seen hype overtake the reality
Return-to-office, AI adoption and DEI dumping are all overhyped
People's perceptions of public policy: Keep them on the radar
Public policy needs to be viewed from the lens of those whose interests it is ostensibly designed to serve: the people of India
In 2025, India must play the role of peacemaker
The New Year has brought a grim reminder of terror as a threat even as war rages in West Asia, Europe and elsewhere. India must push for UN reforms, global principles and peace
Predictions for 2025: It's best to take them with a bucket of salt
It's super easy to make forecasts but the truth is that nobody really knows how things will turn out
This year will be about Agentic AI making big waves
2025 will be the year of AI agents. The first article in my troika of predictions for 2025 focused on how English will be the new coding language, AI (artificial intelligence) the new UI (user interface), AI and humans the new creators, and how AI will create a new kind of customer (bit.ly/4fB6XBm).
A 32-Year-Old's Journey From Modest to 10x SIP Investment
An early start, discipline have helped Navi Mumbai woman's portfolio to grow at 21% CAGR
