Should you buy Infra, Defense, PSU’s features amid the expectations of GDP FY25, Capex Flat Fy26? Nichil Rungta recommends from Lic MF this

Pure stock flows in January were strong despite negative emotions despite their decrease on an illustrative basis. Do you think that there is a shift in attitudes in the way people are now approaching stock investments in the sense that they want to remain investors even if it is small, come what it might?
Yes, there is a clear shift in positions in the way investors approach stock investments. Despite market fluctuations and transverse negative feeling, investors show flexibility by continuing their investments, even if they are in smaller amounts. This is largely driven by increasing the financial savings, with an increasing preference for shares over the traditional asset categories.

In addition, the role of systematic investment plans (SIPS) was a key role in enhancing a disciplined investment culture, ensuring fixed flows regardless of short -term market fluctuations.

Another main factor is the mature of the mature investor, where market courses are better understood, which leads to a fewer panic remedies. In particular, investment funds have gained great confidence, with the support of awareness initiatives in the investor that emphasizes the creation of wealth in the long term.

Although the month -long flows on the month may show some differences due to short -term feelings, the broader trend indicates that investors are now giving priority to the invested survival rather than trying the market time.

We are witnessing a division in the positions of the Federal Reserve and RBI in the sense that when the Federal Reserve was lowering the rates, we have maintained a temporary stop, and now when the Federal Reserve is expected to slow down, there is a point of view that we can take an aggressive position. Is it not confusing for investors in view of the concerns related to inflation there and what is the impact of this on stock investments?
The difference in the approach between the Federal Reserve and RBI can look confusing, but it is not unusual. The Federal Reserve Decisions are based on American economic conditions, while RBI must consider India’s factors, such as local inflation, growth and currency stability. When the Federal Reserve was lowering rates earlier, RBI chose to stop because inflation was still a concern here. Now, although the Federal Reserve Bank is expected to slow down the price cuts, there is a view that RBI may take a more aggressive position, taking into account the economic needs of India. Prices sensitive sectors such as banking services, real estate and consumer spending. But over time, what really matters the market is economic stability and corporate profits. If RBI reduces prices vigorously, this may be positive for stocks as rates are lower to enhance demand and profitability. However, inflation is still a major factor – if it remains high, RBI may not have a lot of space to reduce rates as expected. Although the different methods of studying the Federal Reserve and RBI may seem confusing, the markets will eventually interact with economic basics rather than only interest rate movements.
Looking at the current market trends and Trump worker, does one have to invest in stocks at all even if it is via SIP and where is the opportunities?
Although global uncertainty, including Trump factor and advanced market trends, stock investment – especially through SIPS may remain one of the tools for creating strong wealth in the long run. The timing of the market has proven historically that it is difficult, and SIPS helps investors to move in fluctuations by calculating costs over time. Regardless of political events or short -term fluctuations, stocks are still one of the best assets for performance for investors in the long run.

As for opportunities, the story of the structural growth of India is still sound. Sectors such as banking and financial services, manufacturing, capital goods, consumer appreciation, etc. may continue to show strength, driven by local demand and government -led initiatives. In addition, topics such as digital transformation, defense and renewable energy are gained. While universal uncertainty may lead to short -term fluctuations, they also provide opportunities to assemble quality stocks with better assessments. Instead of worrying about market noise, investors should continue to focus on a diverse and disciplined approach to investing stocks.

What is your point of view on small small investment funds with stocks that enter the bear area and is it time to book profits now?
Small small investment funds have made strong returns over the past two years, but as we see signs of fluctuations and some stocks that enter the bear area, the natural question is whether the time has come to book profits. The key here is a distinction between short -term and structural contraction. Small organisms tend to be more volatile by nature, and after a sharp crowd, some cooling is expected. However, this does not necessarily mean that the area of ​​the largest small gain is in trouble.

For investors, the approach should depend on the horizon of their time and risk appetite. If the customization to the small infidels has exceeded significantly planned levels due to the last gathering, some re -balance may be logical. However, exit from the space may not be perfect, as small companies that often offer long -term growth opportunities. Instead, investors should focus on quality – communicating with money that has a disciplined approach to selecting stocks and managing risk. The timing of the market in small infidels is particularly difficult, so continuing to invest through sips while monitoring assessments is a balanced approach.

FY25 gross domestic product forecasts have been reviewed to the bottom and we also saw a decrease in CAPEX spending over 6-7 months of FY25. Budget estimates fiscal year 26 are also on a flat annual basis. With all these factors in playing, do you think that INFRA, Defense and PSU are worth looking at?
Even with a declining review of the gross domestic product for the fiscal year 2015 and the low spending in Capex in the first half of the year, the themes of the Infra, Defense and PSU are related to related investment opportunities. While short -term budget restrictions may create some concerns in the short term, long -term structural motives for these sectors may remain intact. The government has always gave priority to infrastructure and defensive spending over the years, and even if the immediate allocations appear flat, the implementation of continuous projects and participation in the private sector may continue to increase growth.

In infrastructure, urban development, roads and railways are the main areas that may benefit from long -term policy initiatives. Defense may remain a strong theme with pressure for customization, Atmanirbhar Bharat, and the emerging system wrote for local players. Psus, especially in sectors such as railways, power, and defense, may continue to see vision and improve efficiency.

While market morale may fluctuate on the basis of short -term budget numbers, investors should focus on structural growth trends instead of annual customizations only. Quality companies in these sectors with strong request books, implementation capabilities, and reasonable evaluations still offer attractive long -term opportunities.

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