Large caps may do well in 2025, play equities via hybrid funds: Motilal Oswal Private Wealth
Motilal Oswal Private Wealth expects large-cap stocks to do better this year, citing valuation comfort.
The wealth manager recommends investors increase allocation to equities by investing a lump sum in an equity-oriented hybrid fund in the wake of the recent stock market decline. It also suggests a staggered investment approach in equity schemes over the next six months and accelerate the investments in the event of a sharper drop in the market.
«The year 2025 will bring its share of uncertainty as the new US president gets sworn in. After years of good performance, the US markets also look tired,» said Ashish Shanker, MD & CEO of Motilal Oswal Private Wealth. «This calls for moderation in expectations and a sharp focus on risk management through asset allocation.»
Real estate, capital goods, electronic manufacturing services (EMS), new energy, and digital infrastructure are some themes that the wealth manager is bullish on in the long term.
The outlook for precious metals, especially gold, remains optimistic due to central bank buying, depreciating rupee and declining dollar shares in global reserves.
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