ETMarkets Smart Talk - RBI may cut rates by 50 bps in 2025 as growth needs support, says Dr. Joseph Thomas of Emkay Wealth

Emkay Wealth Management's Dr. Joseph Thomas anticipates a potential RBI rate cut in 2025 amid controlled inflation and growth imperatives. He navigates global volatility from tariff tensions and US bond yield fluctuations, highlighting India's improving earnings and IPO surge. Opportunities exist for long-term investors in SMIDs, infrastructure, PSU equities, consumer discretionary, healthcare, technology, and utilities sectors.