Vinod Nair, head of research, Geojit Investments Ltd, said the firm’s 2025 theme proved correct, centered on a multi-asset strategy with 60% in equities and 40% in other assets. “However, within this, we assigned an average 10% weight to precious metals, where prices actually fostered much better by heightened geopolitical risks, trade tensions, central bank purchases and supply constraints,” he noted.
What’s stressed, what still works—and where fund managers would invest ₹10 lakh
