
ETMarkets Smart Talk: Sectors to watch in 2H2025 - Defence, Real Estate, Aviation, says Alok Agarwal
In this edition of ETMarkets Smart Talk, we catch up with Alok Agarwal, Head – Quant and Fund Manager at Alchemy Capital Management, to discuss the sectoral outlook for the second half of 2025. Amid improving macro stability, robust earnings momentum, and …