Raamdeo Agrawal is optimistic about 2025, and said it will be a 'fantastic year'.

 


  • Raamdeo Agrawal is optimistic about 2025, and said it will be a 'fantastic year'.

  • 'Next year, even if FIIs invest $20-25 billion, we will have a party', Raamdeo added. The CY24 has seen an inflow of $60 billion from domestic investors, which cushioned the intense selling from foreign investors. He added that Centre's focus on capex will lead to capital goods, defence and railway plays continue to find a favour in 2025 as well.

  • Raamdeo Agrawal sounded optimistic about 2025, and said it will be a 'fantastic year'.

  • The wealth study said the underperformance of these bluechips could range from market events, external factors, misallocation of capital, change in competitive landscape or regulation. 

    "Assuming there is no structural decline in the companies’ fundamentals, such bruising offers a golden opportunity to build large positions in these aspirational Blue Chips," the wealth study added.

  • Raamdeo Agrawal told CNBC-TV18 that the 'asymmetric payoff' here is an huge opportunity to invest. "When these companies come back, they come back roaring," added  Raamdeo.

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