Mid and small cap stocks have outperformed the broader index in the last one year as of July 2, 2024. As investors, you would be tempted to chase mid and small cap stocks. But are there opportunities still left in this space? How are large, mid

Ep 013 - Opportunities in the Indian Healthcare Sector

May 2nd, 2024 26m 54s

India’s healthcare sector consists of hospitals, medical devices, clinical trials, outsourcing, telemedicine, medical tourism, health insurance, and medical equipment. Rising demand for affordable healthcare, technological advancements, the eme

Ep 012 - Fixed Income Investing at This Juncture

Apr 4th, 2024 11m 10s

The global monetary tightening cycle has ended. The developed market central banks are sounding dovish even as growth holds up leading to a scenario of a soft landing. Indian growth is holding up pretty strong. The core Inflation at multiyear

Ep 011 - The Rise of India

Mar 1st, 2024 18m 22s

As per a recent study by Goldman Sachs, India’s per capita GDP for FY 2024 is around Rs 3 lakh and by 2027 around 10 crore population are expected to earn around Rs. 8 lakh. It also predicts that India is set to become the second largest econom

Ep 010 - Why focus on large & mid caps in 2024

Jan 31st, 2024 18m 59s

As per the calendar-year returns from CY2010 till CY2023, 10 out of 14 times, Growth style has outperformed value in the last 14 years globally. Value stocks tend to do well in rising interest rate scenarios, whereas growth & quality do well du

Ep 009 - Emerging Themes To Watch Out For

Jan 4th, 2024 14m 58s

India has leapfrogged from being among the fragile five in 2014 to emerge as the most resilient economy which is predicted to become the third largest economy by 2027. The IMF expects India to be the fastest growing economy till 2028, growing

Ep 008 - Growth and Quality is a great opportunity for long term investors

Nov 30th, 2023 13m 45s

In this episode, Ankit Jain and Vinay Paharia (CIO-PGIM India Mutual Fund) discuss what has worked in investing in the last two decades in India and why investing in high growth and high quality companies is the best approach to participating i

Ep 007 - PGIM India Alternatives will provide high conviction themes to capture structural growth

Oct 19th, 2023 10m 3s

In this podcast episode, Abhishek Tiwari, Chief Business Officer, PGIM India Asset Management, talks about the company’s new initiative in the alternatives space and how PGIM India Asset Management is positioned to capture these opportunities.

Ep 006 - Driving Innovation! The Engine Behind India’s Thriving Automobile Sector.

Sep 7th, 2023 18m 43s

In this podcast, Surjitt Singh Arora, Portfolio Manager and Principal Officer, PGIM India Portfolio Management Services, talks about the emerging opportunities in the auto and ancillary sector, how the sector is evolving with the emergence of

Ep 005 - The road ahead for fixed income investors

Aug 9th, 2023 16m 42s

In this episode, Puneet Pal, Head - Fixed Income, PGIM India Mutual Fund, explains PGIM India MF’s fixed income investment process and philosophy, the trajectory of inflation and how investors should position their portfolio at this juncture.

Ep 004 - How to diversify your portfolio in international stocks

Aug 3rd, 2023 12m 36s

In this episode, Abhishek Tiwari, Chief Business Officer, PGIM India Mutual Fund, shares his perspective on why international diversification is necessary and the options available for investors to diversify their portfolio through Global Fund

Ep 003 - A unique fair value approach to identify good companies

Jun 26th, 2023 17m 14s

Quality and growth combined are a potent combination for generating value – for insights like these, listen to Vinay Paharia, CIO, PGIM India Mutual Fund as he provides insights on the investment philosophy of PGIM India Mutual Fund. In this ep

Ep 002 - How We Select Winning Companies with GARP Strategy.

Jun 2nd, 2023 15m 5s

In this episode listen to the the time-tested investing strategy - Growth at Reasonable Price (GARP) strategy and how Surjitt Singh Arora, Portfolio Manager and Principal Officer,PGIM India Portfolio Management Services uses this strategy to

Ep 001 - Navigating your debt investments.

May 9th, 2023 9m 50s

The year 2023 is set to be a turning point in the rate hike cycle being pursued by central banks across the globe. In India, RBI is expected to go for a long pause and maintain status quo on monetary policy over the next two quarters. Tune in t

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