ETMarkets Smart Talk: Abhijit Bhave's 2025 Investment Picks: Quality over growth and value

Geopolitical uncertainty has historically caused short-term volatility in global markets, but fundamentals have prevailed in the long term. India, with its strong domestic growth drivers, remains a relatively resilient market with local factors having a larger influence. Beyond possible short-term pain, I see a positive medium & long-term positive trend in our stock markets