Why NBFCs, Industries, & Rural-Focused Sectors Will Shine In FY25? Trideep Bhattacharya Explains

On Business Today TV's special show "Market Guru," top fund investor Trideep Bhattacharya, CIO – Equities at Edelweiss AMC, discusses which sector he believes will outperform the Nifty and other sectors in FY25. Trideep Bhattacharya highlights that the first half of the year has been dominated by macroeconomic factors like elections and heat waves. Looking ahead, he anticipates that focus will shift to financial numbers and domestic business performance. The top Fund manager expects a rebound in certain industries, particularly those based in rural areas, due to anticipated improvements in the monsoon. He also notes that potential rate cuts by the U.S. Federal Reserve and the outcome of the U.S. elections will impact the stock market, with some sectors poised to benefit more than others. In this context, Trideep Bhattacharya is bullish on NBFC stocks. Sectors which are fundamentally driven are industries and rural-focused companies—while NBFCs stand to gain from the potential U.S. Fed rate cut over the next 6-9 months. This video provides valuable insights for planning your investments in FY25. Watch to learn more!