PSU stocks, capex theme unlikely to top charts in 2025: Jimeet Modi

Having said that geopolitical issues will continue to dominate the performance of the stock market across the globe. Despite the continuation of the war between Russia-Ukraine, our markets have delivered double digit return year-till date (YTD). Going forward, regime change in the US and the policy pronouncements of the new dispensation will weigh heavily on the capital market discourse.

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