It is very likely that the first six months of 2025 will be very different from the next six. The reason is simple: The world will adjust to the new order which the Trump administration will usher in on January 20. This will affect equity markets, but the first impact will be felt in the currency markets. So, keep an eye on the currency market, as currency depreciation is likely to remain in focus for the next couple of months. In order to tackle volatility, it would be better to stick with large-cap businesses which are growing and are likely to remain in that mode for one or the other reason.
