Banking & IT could account for 60% of Gautam Shah's Portfolio 2025. Here’s why

Gautam Shah, Founder of Goldilocks Premium Research, shared his bearish outlook on several sectors including defence, railways, and FMCG. He favors banks and IT, allocating 30% each in a hypothetical 2025 portfolio. The remaining 40% would be split between real estate and metals, sectors he believes are poised for growth, while remaining cautious on pharma and certain fintech stocks.