EMs & emerging market currencies will do better in 2025; TVS, Maruti doing better in auto: Sandip Sabharwal

Sandip Sabharwal expects a good year for 2025 with emerging markets and currencies doing better. He notes the mixed market mood and the impact of monetary policy on HDFC Bank. Performance of TVS and Maruti in auto sales stands out positively. Sabharwal also highlights HUL's strategic shift and the stability seen in Adani Group stocks.