ETMarkets Smart Talk: Sectors to watch in 2H2025 – Defence, Real Estate, Aviation, says Alok Agarwal

Alok Agarwal from Alchemy Capital Management identifies defence, real estate, and aviation as key sectors poised for growth in 2H2025, driven by improving macro stability and supportive monetary policy. He highlights a recent RBI rate cut and strong Q4FY25 earnings as positive catalysts. While cautious about global uncertainties, Agarwal remains optimistic about India’s long-term economic outlook.