ETMarkets Smart Talk: Rural economy could emerge as a dark horse theme in 2024: Rajesh Cheruvu
According to Rajesh Cheruvu, the rural economy is expected to revive in FY2025, with a focus on mid- and smallcap stocks and sectors catering to rural consumption. The market mood is positive, with a rise in SIP contributions and a flurry of NFOs. Investors could look at managers with robust research processes and reasonable fund manager bandwidth to consider allocations during NFOs.
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