Stock market today: As global stock markets, including India, prepare to step into the calendar year 2025, what are the key risks and opportunities that investors need to be mindful of?
We use our risk budget to focus on idiosyncratic investment cases with overweight rating (OW) on India and South Africa), beta to US exceptionalism (OW Mexico), gain exposure to the AI trade (OW Taiwan) and buy USD defensiveness (OW UAE).
Growth is likely to soften in 2025 towards 6.5 per cent, as sticky inflation and election-related delays in public spending led to softening urban consumption, with tight financing conditions also weighing in.
The story "Market outlook 2025: Brokerages on opportunities, risks, investible themes" has 711 words across 27 sentences, which will take approximately 3 - 6 minutes for the average person to read.
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