By Sectionswhich Sectors Will Outperform The Market In 2025? Hospitals, Airlines, Or Something Else?las
Kotak Securities anticipates muted earnings growth, revising FY26 projections downward due to weaker economic commentary. They recommend a cautious investment approach, favoring domestic-focused sectors like hospitals, hotels, airlines, and select NBFCs. While IT and consumer sectors may underperform, attractive valuations in private banks offer relative appeal despite modest earnings growth.