In this episode, we sit down with Rajasa K, Vice President and Portfolio Manager – Emerging Markets Equity-India at Franklin Templeton. Drawing from her rich experience navigating market cycles since 2008, Rajasa shares her insights on current market volatility, the outlook for Indian equities, and the evolving role of hybrid funds in turbulent times. Discover her investment philosophy blending growth and value, and how Franklin Templeton’s dynamic asset allocation model adjusts equity exposure based on market valuations.

In this insightful interview, Siddharth Srivastava, Head of ETF Products at Mirae Asset Investment Managers, talks about the growing popularity of ETFs, especially international ETFs, and how they offer great potential for portfolio diversification. Srivastava discusses key sectors like technology, healthcare, and energy, which have seen strong growth and will continue to drive market recovery. He also dives into his approach for designing ETFs, the importance of selecting the right index, and why investing in international markets, especially during market corrections, is an opportunity not to be missed.

This is a must-watch for anyone looking to optimise their investment strategy with ETFs.

#SiddharthSrivastava #MiraeAsset #ETFs #InternationalInvesting #PassiveInvesting #IndexFunds #FinancialMarkets #ETFsIndia #InvestmentStrategy #ETFProducts #ValueResearch

Embracing uncertainty might be your best investment strategy

When markets wobble, your investment strategy shouldn't

Is chasing 25%+ annual returns a dream or a reality? Listen to our podcast to find out the truth!

In this discussion, Rohit Singhania, Co-Head of Equities at DSP Mutual Fund, shares his views on market volatility, the sectors crucial for India’s market recovery, and his disciplined investment strategy. Singhania discusses the outlook for sectors like Financials, IT, and Energy, providing insights into their potential to drive long-term growth despite global uncertainties. He also elaborates on how he selects stocks based on business fundamentals and valuations, emphasising the importance of patience and cautious optimism in volatile market conditions.

#RohitSinghania #DSPMutualFund #IndianEquities #ValueResearch #MarketRecovery #Financials #ITSector #EnergySector #InvestmentStrategy #StockSelection #MarketVolatility #EquityInvesting #FundManagement

#FixedIncomeInvesting #AxisMutualFund #DebtFunds #ValueResearch #RBI #InflationControl #InterestRates #InvestingInIndia #InvestmentStrategy

Investing in foreign stocks is about owning great businesses, not just avoiding domestic market downturns