Equity outlook 2025: The party is turning selective

Indian stock markets delivered stellar returns post-Covid, but lofty valuations and slowing economic growth signal a shift ahead. Nifty50, Midcap150 and Smallcap250 posted strong gains, yet rising PE multiples and tepid profit growth suggest potential corrections, especially in mid- and small-caps. Investors should focus on value in large-caps, use SIPs for mid- and small-cap exposure, and target growth-oriented sectors like financials and industrials. Defensive plays in IT, FMCG, and dividend-yield stocks offer opportunities. As markets turn more volatile, shifting to Quality and Low Volatility investment styles is prudent.

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