Top sectors to watch in 2025 amid global uncertainty: Expert insights for Indian investors

July 23, 2025

Diverging inflation trends see developed markets facing rising prices due to tariffs, while emerging markets experience deflation from cost-effective US goods and stronger currencies. Geopolitical risks favor domestically linked sectors like defense and metals. Despite challenges in IT and pharma, financials and FMCG offer resilience, with small-caps presenting opportunities for aggressive investors.

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