ETMarkets Smart Talk – Missed the 2025 Rally? Don’t chase—ease in with SIPs & structured debt: Puneet Sharma

Puneet Sharma of Whitespace Alpha advises caution for investors in 2025. He suggests a phased approach using SIPs and structured debt. Sharma highlights India’s strong domestic demand and earnings cycle. He sees manufacturing exports and rate-sensitive sectors as attractive themes. Sharma notes the strength of domestic flows in Indian equities. He advises caution on commodities and some tech IPOs.

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