ETMarkets Smart Talk: Deploy, don’t delay! Arun Patel advises long-term investors to stay invested in 2H2025

Arun Patel suggests long-term investors maintain their positions amidst stable market conditions and strong Indian economic fundamentals. Domestic consumption is expected to drive growth in the second half of 2025, supported by falling inflation and accommodative RBI policies. Pharma, fintech, and quick commerce are highlighted as emerging sectors with significant potential for investors.