This smallcase manager believes these 4 sectors are compelling contra plays for 2025

Interviewee: Robin Arya, the smallcase Manager and Founder & CEO at GoalFi

Publication: Moneycontrol

Date: 18 December 2024

  • For 2025, capital markets, wealth management, home finance, and SME lending are compelling contra plays.
  • The insurance sector also remains a strong growth story for 2025.
  • The Indian IT sector could stage a strong comeback in 2025.
  • While the broader equity market may face challenges in 2025 due to global uncertainties, elevated interest rates, and fiscal pressures, there are pockets of value and sectoral shifts that present significant opportunities.
  • The strategy for 2025 should center around sectoral opportunities, value investing, and diversification.

To access the article, click here

Disclaimer: The key points of the article presented here are not a substitute to reading the full article. To get the article’s holistic message requires reading the entire article.