Sunil Subramaniam of Sundaram Mutual Fund expects Indian equities to have a good first half of 2024, but warns of volatility in the second half. He recommends a large cap-oriented equity with allocation to gold and debt for a event-heavy 2024. He believes that consumption, banking, IT, and pharma sectors will perform well. In terms of asset allocation, he suggests a multi-asset allocation fund with a focus on BFSI, consumption, and IT. He also mentions that the outlook for gold remains positive.
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