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.
