Ram Medury of Maxiom Wealth advises caution in midcaps, smallcaps, and IT. He believes these sectors are becoming overheated. While the broader market looks good for the second half of 2025, investors should be careful. RBI rate cuts may boost banks, autos, and real estate. Geopolitical risks and trade talks remain relevant. Defence and consumer durables sectors may perform well.
ET Wealth Expo: Why market veteran S Naren thinks investors are getting gold, silver and asset allocation all wrong
ICICI Prudential MF’s S Naren warns investors against chasing assets after spectacular rallies, highlighting how silver’s 216% surge drew record ETF inflows before a 27%