25 min listen
Mahesh Patil on Indian macros and the recent market trends
FromZerodha Educate
ratings:
Length:
25 minutes
Released:
Feb 22, 2019
Format:
Podcast episode
Description
Mahesh Patil is the Co-Chief Investment Officer of Aditya Birla Sun Life AMC and one of the biggest names in the fund management space. He leads a team of twenty, comprising fund managers and analysts, managing around INR 88,590 crores in equity assets.
In this conversation with Karthik Rangappa, Mahesh talks about:
1. Overall macros of India and the factors that will influence growth
2. Earnings growth and corporate profits
3. The divergence between Nifty and Nifty small and mid-cap indices
4. The issue of pledged promoter holdings in mutual funds
5. Navigating quality and junk stocks
6. Passive investing and ETFs
In this conversation with Karthik Rangappa, Mahesh talks about:
1. Overall macros of India and the factors that will influence growth
2. Earnings growth and corporate profits
3. The divergence between Nifty and Nifty small and mid-cap indices
4. The issue of pledged promoter holdings in mutual funds
5. Navigating quality and junk stocks
6. Passive investing and ETFs
Released:
Feb 22, 2019
Format:
Podcast episode
Titles in the series (50)
Mahesh Patil on Indian macros and the recent market trends by Zerodha Educate