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Arindam Mandal of Marcellus suggests Nasdaq could see higher EPS growth than Nifty50 in 2025, emphasizing quality stocks outside Big Tech. He advises Indian investors to diversify with 15-30% in international markets, focusing on themes like Technological Disruption, Industrial Revival, and Aging Demographics.
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News and Media
HDFC Mutual Fund is renaming its HDFC Top 100 Fund to HDFC Large Cap Fund effective from January 1, 2025. This fund invests predominantly in large-cap companies aiming for long-term capital appreciation. The scheme will continue to be managed by Rahul Baijal and Dhruv Muchhal and benchmarked against the NIFTY 100 Total Returns Index.
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News and Media
Silver is poised to take centre stage in 2025 due to surging industrial demand from sectors like construction and green energy, combined with supply deficits and economic uncertainties. This may lead to significant price corrections revealing silvers inherent value, making it an attractive investment opportunity.
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News and Media
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