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.
This story is from the December 26, 2024 edition of Mint New Delhi.
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This story is from the December 26, 2024 edition of Mint New Delhi.
Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 9,000+ magazines and newspapers.
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