2025 Investment Insights: Top Stock Picks by Sumit Poddar

Sumit Poddar, Founder & CIO of Tikona Capital, believes that in 2025, certain sectors like IT (Information Technology), manufacturing, and some consumer products will likely bounce back. This prediction is because urban spending slowed down in 2024 but is expected to rise again. Lower interest rates, new technology, and investments from the government and private companies will help boost the economy.

Looking back at 2024, markets were influenced by inflation and interest rates, but these issues are expected to ease in 2025. Countries like India, the US, and those in Europe are focused on promoting growth. China is also trying to boost its economy through stimulus measures. With the Indian government investing in manufacturing through schemes, this sector will be particularly promising. Areas like renewable energy, battery production, and decarbonization will also be in focus.

In the IT sector, analysts anticipate a rebound, especially if the new US administration supports businesses. While discussing what to invest in, Sumit mentions that there’s often a preference for midcap stocks because they can grow faster than large companies. However, both midcap and large-cap stocks are expected to do well because, as the US economy improves, many IT companies will benefit.

Considering the earnings season and ongoing debates about which stocks to choose, Sumit leans towards midcap firms like Mastek due to their better valuations. In large-cap stocks, he favors TCS and sees potential in Affle, a company that’s benefiting from the growth in digital marketing.

Overall, technology investments made after COVID-19 are expected to show great results, especially with new trends like AI and ML coming into play. Companies in various sectors, including food delivery services like Zomato and Swiggy, are likely to profit from the advancements in technology they’re using.

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