ETMarkets Smart Talk: Have Rs 10 lakh to invest in FY25? Cyclicals, commodities & capex themes are looking promising: Somnath Mukherjee

Somnath Mukherjee of ASK Private Wealth predicts promising market segments like cyclicals, commodities, capex. He foresees strong FII flows post US rate cuts, emphasizing sectoral allocation for high-risk investors in FY25. Mukherjee says: “With consumption remaining anemic and public capex being the primary driver of the economy, broad-based earnings momentum is likely to be slower than in the last 2-3 years.”

More To Explore