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ETMarkets Smart Talk: Railways, defence, manufacturing and consumption could be in limelight in FY25: Sandeep Bagla
TRUST Mutual Fund's Sandeep Bagla is positive on specific sectors while cautioning on market corrections. Advocates prudent asset allocation, gold hedging. Discusses RBI's NBFC actions, client concerns on Nifty valuations, and global liquidity impact on market buoyancy. Bagla further says that global liquidity has been an important factor in the upbeat mood of the markets.