ETMarkets Smart Talk | Discretionary consumption, digital ads, and travel to lead market themes in 2H2025: Paras Bothra

Ashika Investment Manager's CIO, Paras Bothra, anticipates discretionary consumption and travel sectors to thrive in the second half of 2025, fueled by lower interest rates and festive demand. While geopolitical tensions and primary market activity may limit near-term gains, the long-term outlook for India remains positive.