ET Poll: 3 sectors investors should focus on in 2025

Within local equities, poll participants recommend a bigger exposure to large-cap stocks in 2025. Among sectors, most participants prefer banks, IT and pharma.

HOW SHOULD RETAIL INVESTORS APPROACH MARKETS IN 2025?

WHICH ASSET CLASS WILL OUTPERFORM IN 2025?

WHAT SHOULD BE THE ALLOCATION TO EQUITIES IN 2025 LOOK LIKE?

WILL FPIS REMAIN NET BUYERS OR TURN NET SELLERS IN 2025?

BIGGEST RISKS TO EQUITY MARKETS IN 2025?

• Trump policies and escalating trade wars
• Slow domestic earnings
• Geopolitical unrest
• High market valuations
• Inflation

SECTORS OR THEMES INVESTORS SHOULD FOCUS ON IN 2025?

SECTORS TO AVOID

PARTICIPANTS: Abans Holdings, Aditya Birla MF, Anand Rathi Share, Arihant Capital, Avendus Capital, Axis Securities, Bajaj Broking, Choice Wealth, Dezerv, DSP MF, Elara Capital, Emkay, Equirus Wealth, Geojit Financial, HDFC Securities, ICICI Direct, ICICI Prudential MF, IIFL Securities, Kotak MF, Mahindra Manulife MF, Mirae Asset Capital Markets, Mirae Asset MF, Nippon India MF, Nuvama, PGIM India Alternatives, Reliance Securities, Samco MF, SBI Securities, StoxBox, Yes Securities