We present Six Golden Themes for 2025
• Structural Play in Premium Consumption
• Growthstory of the Indian Healthcare Industry
• Companies with higher growth potential in the Infrastructure value chain
• Pharma and Telecom as a Defensive Play
• Real Estate led by Demand Visibility
• Reasonable valuation play in BFSI
• Right mix of Rate Cut Cycle, Defensive, Infra, and Consumption
Our New Year picks for 2025 are: Shriram Finance Ltd, Fortis Healthcare Ltd, Prestige Estates Projects Ltd, City Union Bank Ltd, Ambuja Cements Ltd, DOMS Industries Ltd, Ethos Ltd, Bharti Airtel Ltd, Cipla Ltd
