Tag: theme

Aditya Arora of Adlytick recommends defensive stock picks like Lupin and Voltas. With the market rebounding from key levels, he says the focus should be on theme-specific smallcaps/midcaps. It is time to be cautious as we are seeing adecline in global tech stocks. Arora says it time to be bullish on sugar and metals.

Rajesh Cheruvu\’s insights point to a positive market momentum in FY25 driven by central bank rate cuts, primary industries capex, and potential earnings recovery, particularly in small & midcaps. Cheruvu says sustained domestic participation in equities coinciding with the formalization of businesses post-pandemic has helped attract interest in mid & small-sized firms. Investors should be considering sectoral allocation and gold hedging strategies for the year.