Vikas Gupta, the CEO and Chief Investment Strategist at OmniScience Capital, is confident in the stability of midcap and smallcap stocks. He does not anticipate any significant corrections driven by fundamental economic or financial factors.
Gupta is fully invested and believes that the long-term outlook for the Indian economy is positive, with an equal chance of upside potential. In terms of the Federal Reserve's monetary policy, Gupta predicts 3-4 rate cuts in 2025. However, he acknowledges that a resurgence in inflation could pose a risk to this forecast. Gupta attributes potential inflationary pressures to supply shortages caused by tariffs or other factors, although he considers such scenarios unlikely at present.