Puneet Sharma of Whitespace Alpha advises caution for investors in 2025. He suggests a phased approach using SIPs and structured debt. Sharma highlights India’s strong domestic demand and earnings cycle. He sees manufacturing exports and rate-sensitive sectors as attractive themes. Sharma notes the strength of domestic flows in Indian equities. He advises caution on commodities and some tech IPOs.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets