Shriram Wealth’s Vikas Satija anticipates a market rebound in the second half of FY25, driven by festive demand, a strong monsoon, and positive earnings. He highlights opportunities in rural consumption, FMCG, infrastructure, and pharma, while cautioning against high valuations in defence stocks. Satija also acknowledges SEBI’s efforts to protect retail investors amid derivatives losses.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets