PETALING JAYA: Investors are recommended to focus on corporates with thematic-driven earnings going into 2025.
Small and mid-cap stocks, in particular, offer a better risk-reward profile due to strong thematic growth drivers, according to Philip Capital Research.
Among the themes that are likely to drive stronger market performance next year are sustained foreign direct investment (FDI) growth, acceleration of infrastructure spending and rapid artificial intelligence or AI adoption.
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