ETMarkets Smart Talk: Generative AI, defence, and semiconductors among top themes for 2H2025, says Saurabh Pathak

June 26, 2025

Saurabh Pathak of Purnartha PMS is optimistic about India’s growth in H2 2025, highlighting Generative AI, Defence, and Semiconductors as key investment themes. Despite geopolitical volatility, India’s strong domestic growth, resilient consumption, and government capex support a constructive outlook. Pathak advises staggered investments, favoring IT, Pharma, and Utilities sectors.

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Market expert Nischal Maheshwari advises investors to focus on fundamentals amidst market volatility. He notes large-cap growth remains single-digit, banks are poised for margin improvement,

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