Investors: Edmarkets Smart Talk: 2025 – Opportunities for a year’s fluctuation and long -term investors – Rajesh Cheru

Thank you for taking out time. The Indian market started in a turbulent note in February. The Union Budget, the trade war fears, reduced the strength and the RBI rate in the dollar index. How do you read this?

These macro events and the latest revenue amendments are already priced.

We think that the markets are required to recover from here and recovery, and we think that consumption and Cabax recovery symptoms and the positive rainy season for the next agricultural period are very important.

FIIs have been evacuated over Rs. How do you read this? Strength in the US dollar and their own stock markets do better or is this an Indo-specific problem?
For the past few months, we have seen FPI manifestations Due to changes in interest rates in the United States, it has made traders less attractive against US markets.

It is combined with the rich estimates of the market, and in the recent months, revenue in the middle and small caps. Post -Budget 2025 Where does smart money move? Will the LED drama change as the new hot spots of investments from Cabax LED plays? What are your ideas?
In the last 12-15 months, the demand for consumption has increased due to seasonal rain and release loss in the agricultural-led rural economy.
This, in conjunction with excessive food and home inflation, has the impact of urban consumption. In addition to the latest changes in the trade union budget and the Reserve Bank’s policy activities, there is a chance of rest and revival in the coming months of more than average agricultural production.

This, in turn, activates the state and central cabax, and implements the growth and revenue recovery. Therefore, we are confident of the fields attached to these themes.

Overall, what sectors are likely to focus on 2025?
We are constructive to use their potential growth and income prognosis in government policy -led sections.

Businesses that focus on domestic production and renewable are the main beneficiaries.

The current currency is favorable to export -based segments such as pharma, textile and chemicals.

How do you see the full energy/renewable space, especially the latest run -up at prices. We have seen the government announce some measures in the 2025 budget on the budget?
We are confident about the energy transformation sections for the regular first renewable and energy safety sections.

However, there are very few chances in the generally listed market, while most of these growing sections are available in the private market.

Therefore, we would like to play these high growth and potential categories with alternative funds centered on this place.

Do you see a private cabax post -budget and reduced rates?
As for prolonged private cabax, we need to see strong market feeling, demand vision and low interest rates. These factors have at least a few quarters from new project announcements and startups in the private sector.

2025 turns into a year Long -term investors. The year may be unstable and may provide plenty of entry opportunities. What are your ideas?
After four years of healthy economic growth and stock income, the markets seem to have taken a breath in the recent months. We think we may provide good entry opportunities that can provide good entry opportunities to a medium from a medium to long -term perspective.

Therefore, we recommend investors to adhere to the assets they suggested between equity, debt and alternatives, as well as, as well as between the larger and medium/small caps within the stock.

Investment is a long -term trip; Investors should not be taken by short -term noise and avoid some small tactical changes and deviate from the path of their property allocation.

In turbulent times, many property managers tend to share their preferences in the public domain that apply to the respective property management styles and strategies.

Investors often mistake it as a complete guidance and want to accept it in their portfolio.

However, the scenes apply to a portion of Portfolio, which is managed by the respective manager, because he manages a set of different investors with a risk and reward.

Accepting those public opinions by violating property allocation may defeat the purpose of the track before the wealth of wealth and/or security Investors.

Investors should pay more attention-hunting many packers or protecting capital by 2025?
As described above, the focus of the investors must be in the property allocation than the fishing stock below. The stocks operate in cycles because they move in slaves and cycles for their income and values. Investors are exaggerated during bull phases and cautious in the bear stages.

It is very important to cross these behavioral factors for successful investment journey. Therefore, investors must allocate most of their investments to mutual funds, BMS and AIFS managers to exclude these dependents and noises.

These managers ensure that the required capital changes and the market conditions that make money are made in the portfolio.

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