ETMarkets Smart Talk: Retail money fueling rally in small & midcaps; expect modest return in FY25: Ramkumar K

Ramkumar K, Chief Investment Officer, Reliance General Insurance, advises caution in selecting sectors and scrips due to emerging exuberance pockets, with modest equity returns expected. Watch FY25 for market movements, global policies, US elections, interest rate cuts, large banks, bad assets, energy sector as well as FIIs' interest in small & midcap stocks.

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