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2024

India Equity Playbook 2025: Why the new year should be a good one for investors

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The year 2024 was strong for equities, with global election mandates setting up a promising 2025. Money supply is expected to grow through U.S. tax cuts, China’s stimulus, and India's focus on Capex and jobs. Indian equities underperformed in 2024, but increased government spending should address key issues, favoring investments in power, industrials, telecoms, chemicals, and healthcare sectors.