Kotak Mahindra Asset Management Company Ltd (“KMAMC” / “Kotak Mutual Fund”), today released its Market Outlook reportfor 2025.Kotak Mutual Fund, launched the report highlighting various investment themes that investors can watch out for in the upcoming year, while sharing the macro-economic perspective on the direction for the Indian economy and capital markets.
Nilesh Shah, Managing Director, Kotak Mahindra AMC said, “Market corrections are opportunities to invest in fundamentally strong companies at reasonable valuations. With earnings growth set to drive the market and limited room for P/E expansion, it’s essential to moderate return expectations and focus on sustainable, long-term growth. Fixed income investments now offer competitive returns with lower risk, especially in longer durations. While increased government spending and strong consumption trends fuel optimism, value opportunities exist in sectors like private banks, auto, telecom, pharma, and IT.The upcoming wedding seasonare poised to boost consumption and economic growth, making this asuitable time for selective and disciplined investing.”
The report highlights five key themes that can aid the markets in 2025
- Capex Cycle Revival
- Penetrating Financial Services
- Technology – New Age Service Offerings
- Consumption and Rural Revival
- Healthcare