Stock market outlook: 2025 H1 may be very tricky to navigate; go bottoms-up and stock specific, says Amit Khurana

Amit Khurana from Dolat Capital discusses market challenges due to the impending Trump administration and global events. He recommends a focused, bottom-up approach, emphasizing the potential in pharma, neutral stance on IT with a focus on digital and product sides, and cautious outlook on FMCG due to urban slowdown. Positive on selected rural consumption stocks.