MOPW Predicts Market Volatility in 2025: Investment Recommendations
According to Motilal Oswal Private Wealth (MOPW), Indian markets are expected to remain volatile in the first half of 2025 due to a mix of global and domestic events, such as new policies under the Trump administration, the impact of Chinese trade tariffs, and India’s upcoming federal budget. Investors are advised to adopt a ‘hybrid approach’ with balanced allocations in equities, fixed income, gold, and real estate.
Key Highlights
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Equities: MOPW suggests increasing investment in equities, especially hybrid funds.
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Fixed Income: Focus on performing credit and private credit strategies.
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Gold: Remains an attractive investment option due to global trends and the depreciation of the Indian Rupee (INR).
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Real Estate: Commercial properties are particularly appealing.
MOPW emphasizes the importance of India’s macroeconomic stability and strong foreign exchange reserves, which indicate the country’s growth potential. However, global events may lead to market volatility in the coming months. MOPW advises investors to monitor earnings seasons and GDP growth trends, expecting large-cap stocks to perform well this year.
Investment Strategies
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Equity Outlook: Positive for the medium term, driven by increased government spending and domestic investments.
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Fixed Income Outlook: Invest in credit and private credit strategies within a stable market.
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Gold Outlook: A strong investment due to diminishing US dollar share in global reserves and rupee depreciation.
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Real Estate Outlook: Positive growth expected in the commercial real estate sector.
Source Link: hindi.news18.com
Source: hindi.news18.com
Via: hindi.news18.com
