Chakri Lokapriya of LGT Wealth India suggests allocating 20-30% of portfolios to fixed income for stability amidst market volatility. He anticipates a 10-12% Nifty gain for CY2025, contingent on US tariff negotiations, and highlights electronics, semiconductors, and energy as promising sectors. Investors should focus on stocks with strong earnings visibility in a stock picker’s market.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets