ETMarkets Smart Talk – FMCG, autos, and private banks among top picks for 2025, says Kedar Kadam of Dolat Capital

June 12, 2025

Dolat Capital is optimistic about India’s long-term growth. Kedar Kadam highlights sectors like FMCG and automobiles as potential outperformers in 2025. Falling interest rates and a good monsoon are expected to help. Opportunities exist in export and infrastructure sectors. Investors are advised to be cautious amid global uncertainties.

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Sandip Sabharwal sees strength in financials, warns of IT sector headwinds

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