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You might have noticed that the Indian business landscape has been going through a lot of ups and downs—companies that once dominated the market have either evolved, disappeared, or been replaced by newer, more agile players. And it’s not just about individual companies; it’s about how the entire economy is shifting and adapting to new realities.
In this episode of The Big Perspective, we're taking a closer look at some of the big changes happening within India Inc. To help us make sense of all this, I had a great chat with Saurabh Mukherjea, one of the most respected voices in Indian finance. Saurabh is the Founder and Chief Investment Officer of Marcellus Investments and knows this space inside out. He’s seen how India’s corporate sector has changed from the liberalization days of the 1990s to today’s tech-driven world.
In our conversation, Saurabh shares his thoughts on:
1. The idea of creative destruction and why so many companies from the '90s have disappeared
2. How Indian companies are keeping up with rapid technological changes
3. The shift in corporate profits and what it means for the market overall
4. What it says about our economy that the market cap of India’s top 100 companies has doubled between 2015 and 2022
5. Why the stock market is hitting new highs and what it means for investors
6. What’s next for key sectors like IT and banking as they navigate these changes
7. Whether you’re into investing, curious about the economy, or just want to understand what’s happening with India’s business world, this episode has something for you.
You can also watch this episode on YouTube.
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RBI has kept the repo rate unchanged for the ninth month in a row. And our inflation data seems to be weird. Headline inflation has been volatile. It increased to 5.1% in June after remaining steady at 4.8% during April and May. Food inflation has been sticky and rising, but core inflation is at its historic lows. India’s 10-year bond yield hit a 28-month low.
In short, weird events have happened since the pandemic ended and there has been no shortage of drama in the Indian bond market in the last 2-3 years.
To make sense of these events I spoke to Sandeep Yadav and Suyash Choudhary, Heads of Fixed Income Investments at DSP Mutual Fund and Bandhan AMC, respectively.
In his two decades of experience, Suyash has managed large fixed-income portfolios in places like Deutsche, HSBC and now Bandhan AMC. Suyash is probably one of the best debt fund managers in India and his long track record speaks for itself.
Sandeep has 18 years of experience in the financial industry. He is a seasoned fund manager with deep expertise across credit analysis, portfolio management, and strategic asset allocation.
In this conversation, they share their views on:
- How the road ahead for inflation looks like
- How the participation of mutual funds, pension funds and the growing retail investors are changing the bond market
- Why RBI has been keeping the repo rate unchanged
- How geopolitical scenarios are impacting the global economy and how that affects India
- What are some of the good investing opportunities in the bond market for you right now
- And the big-picture view of where our economy is headed.
You can also watch this episode on YouTube here.
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Welcome back to The Big Perspective. Here, we talk to some of the smartest minds in the Indian markets and pick their brains about the biggest trends shaping the Indian markets.
A lot has been happening in the markets. Some sectors have seen crazy rallies, there have been valuation concerns in the markets, and volatility is back in the markets after a long time. Well, to cut a long story short, there’s been a lot of enthusiasm and excitement around. To make sense of it, we spoke to Ashish Gupta, Chief Investment Officer, Axis Mutual Fund.
Ashish has over 25 years of experience and seen a lot in the markets. Prior to his current role as the CIO of Axis Mutual Fund, he was the head of research at CLSA.
In this utterly fascinating conversation, he talks about:
- The bull market run
- Megatrends that he is looking out for, like China +1,
- Sectors that seem promising
- The current state of the Indian banking system
- Increasing flows in the markets, IPOs and rising stake sales by promoters market
- Sentiment vs reality and much more!
I hope you enjoy this conversation as much as we did recording it. -
Welcome back to The Big Perspective, where we talk to some of the smartest minds in the Indian markets and pick their brains about the biggest trends shaping the Indian markets. In this episode, we spoke to Sankaran Naren, the Chief Investment Officer of ICICI Prudential Asset Management, one of India's largest asset management companies. Naren has over 3 decades of experience and has seen pretty much the entire history of the Indian markets.
In this fascinating conversation, we speak to him about:
- The current state of the markets and whether Indian markets are overvalued.
- The impact of the budget and the changes in capital gains on the markets
- Is the Indian market in a bubble?
- Sectors he likes and doesn't like
- Promising themes for the future
- Risks for the Indian economy and markets and much more
This was a fascinating conversation in which Naren shared a wealth of wisdom. Whether you are an investor or a trader, it has something for everyone. We hope you enjoy this absolutely insightful conversation. -
The Indian economy is booming, and so are the financial markets. Everybody, from retail investors to large foreign investors, wants a piece of the action. What's behind the optimism? Will the good times continue?
In the first episode of The Big Perspective, we speak to the super-insightful Deepak Shenoy on all things markets and the economy. If you are even remotely interested in the markets and the economy, this is a conversation you don't want to miss.
