2024 has been a year of contrasting halves for the markets. While the first half was characterised by a relentless rally that exceeded expectations, the second half brought uncertainty, volatility, and corrections, leaving investors cautious as we step into 2025. In this insightful discussion, A. Balasubramanian, Managing Director & CEO of Aditya Birla Sun Life AMC, shares his outlook for the upcoming year, offering a detailed analysis of the factors shaping market trends and investment strategies. A. Balasubramanian explores key topics such as:
Expectations of interest rate cuts by the RBI and global central banks.
The potential resolution of geopolitical tensions and its impact on markets.
Stable commodity prices, including oil, as a driver for growth. India’s economic strength amidst global uncertainties.
The role of government investments in infrastructure and public projects in driving growth.
He provides a positive outlook for 2025, forecasting a recovery in global markets, stable macroeconomic conditions, and opportunities for growth in India. With his expert insights, investors can gain clarity on what to expect and how to position themselves for the year ahead.
Stay tuned to Business Today TV for actionable market insights and expert opinions that can help you navigate the challenges and opportunities of 2025.
Content retrieved from: https://www.businesstoday.in/bt-tv/market-today/video/top-investment-themes-for-2025-unveiled-458136-2024-12-22.
