Is recovery trade the best trade for 2025? This is what Venugopal Garre has to say

Venugopal Garre from Bernstein emphasizes recovery trading focusing on sectors like financials and utilities, which underperformed last year. With easing measures, tax cuts, and macro recovery on the horizon, there's potential for these sectors to improve. A diverse selection of larger companies is being made, aiming for specific stocks that show signs of normalisation.