Gurmeet Chadha on 2 investment themes he is betting on in FY25
Gurmeet Chadha discusses market performance, capex cycles, rising retail investment, financial opportunities in HDFC, Kotak, NBFCs, and energy stocks like Power Grid, emphasizing the shift towards equity ownership. He believes In fact, this $3-billion SIP book will become a $5 billion monthly SIP run in a couple of years from now.