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Wealth Managers' Top Sectors to Pick and Avoid in 2025
Mint Mumbai
|December 26, 2024
Pharma and healthcare are promising, driven by regulatory changes and 'China plus one'
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
Dit verhaal komt uit de December 26, 2024-editie van Mint Mumbai.
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