A few recent policy reversals highlight the element of uncertainty that investors must grapple with after a decade of certainty, as Modi increasingly leans on coalition partners. That’s led to concerns stocks tied to government policies may continue to trail the broader market.
ET Poll: 3 sectors investors should focus on in 2025
Within local equities, poll participants recommend a bigger exposure to large-cap stocks in 2025. Among sectors, most participants prefer banks, IT and pharma.