ETMarkets Smart Talk – FMCG, autos, and private banks among top picks for 2025, says Kedar Kadam of Dolat Capital

Dolat Capital is optimistic about India’s long-term growth. Kedar Kadam highlights sectors like FMCG and automobiles as potential outperformers in 2025. Falling interest rates and a good monsoon are expected to help. Opportunities exist in export and infrastructure sectors. Investors are advised to be cautious amid global uncertainties.