Market in 2025 will be a story of 2 halves: Gupta of Axis MF

This year, we are coming on the back of four-five years of very strong gains in the market Ashish Gupta Chief investment officer of Axis AMC

- Dipti Sharma

Ashish Gupta, chief investment officer of Axis AMC, expects the stock markets in 2025 to be a story of two halves. The first half will be more challenging because of a subdued economic expansion and a slowdown in corporate earnings growth. By the second half, these headwinds should ease, with corporate India returning to double-digit growth and presenting new opportunities, Gupta pointed out. Edited excerpts:

If you had ₹10 lakh, what would be your investment strategy?

At this point of time, my equity allocation will be about 50%...About 25% would be towards gold or silver ETFs and 25% in fixed income. I am thinking personally for myself, considering my current asset allocation and my financial goals. But obviously it is different for different people.

In view of the human metapneumovirus outbreak in China, do you see investors hit the panic button, or should they remain calm and composed?