These days, there is no speed in the stock market for long. Only after a slight increase, profits dominate, especially the condition of midcap and smallcap shares is worse. In such a situation, what strategy should investors adopt? Talking about this, market expert Meherboon Irani said that the first half of 2025 is going to be challenging for the market.
Bottom not yet made in the market
Irani believes that new investors and money managers in the market after Kovid have not seen a big decline. Although the recent fall has increased concern, it cannot be called a big fall like “Holi of blood”.
“The bottom is formed in the market when nervousness spreads everywhere.”
Such an atmosphere is not fully created right now, so investors should be cautious.
Now time to show courage in select shares
Irani said that in the last few months, promoters of many companies have sold their shares and the market has intensified selling. Because of this, good stocks have also come on cheap valuation, but investors do not see the confidence of making new purchases.
He suggested that if someone can have patience of 3 to 9 months, then there is a good opportunity to shop in select shares at this time.
Which sectors should invest?
Financial Sector: Irani is seeing a chance in NBFC shares, especially Cholamandalam Investment.
Description Spending Sector: The companies whose business depends on consumers’ lifestyle and non-essential expenses can be invested.
Travel, Tourism and Hotel Sector:
“If you can bear the fall of up to 5% further, buy travel, tourism and hotel shares and forget for a few months. They will get good returns in 6 months. ”
