With the rise in first-time investors in the stock market, experts provide guidance on sectors and categories to invest in. They suggest considering capital goods and consumer sectors for potential revenue and margin benefit. IT and BFSI sectors also present growth opportunities due to increasing IT spending and outsourcing in India. Additionally, experts recommend large-cap and blue-chip stocks for first-time investors to benefit from policy rate cuts and potential inflows of foreign investors’ money.
Vetri Subramaniam, CIO of UTI AMC, assesses the market and expresses concern over the valuations in the midcap and smallcap segments. He also highlights the investment potential of debt products in the current scenario, especially for those with taxation considerations. Subramaniam discusses the changing nature of the economy and the premium given to niche high-growth companies. He emphasizes the importance of macroeconomic cycles and the resilience of largecap companies.
