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Due to rapid globalisation of commerce, financial markets are interconnected like never before. It’s hard to reliably time markets in any economic environment but actionable insights can unlock opportunities. At PGIM India, our focus has always been on the long-term trends that can help lead to unique and untapped investment opportunities. We provide access to active investment strategies in the pursuit of consistent performance and market expertise to meet our clients' needs. PGIM India off ...
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16: Ep 016 - Investment Opportunities in India's Thriving Insurance Sector
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As per the Insurance Regulatory and Development Authority of India (IRDAI), India will be the sixth-largest insurance market within a decade, leapfrogging Germany, Canada, Italy and South Korea. In this podcast, Rahul Jagwani, Analyst, PGIM India Alternatives and Ankit Jain discuss the evolution of insurance sector, its growth so far and the opport…
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15: Ep 015 - Why Increase Allocation to Fixed Income Now.
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In this podcast, Ankit Jain and Puneet Pal, Head – Fixed Income, PGIM India Asset Management, discuss the interest rate trajectory in India, how investors should position their fixed income portfolio at this juncture and more. Tune in to the PGIM India Insights podcast series by PGIM India Asset Management. Mutual Fund investments are subject to ma…
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14: Ep 014 - Opportunities in the Mid and Small Cap Space
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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 and small caps placed from a valuation perspective? Find out more by listening to Vivek Sharma, Senior Fu…
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13: Ep 013 - Opportunities in the Indian Healthcare Sector
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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 emergence of telemedicine, rapid health insurance penetration is driving the demand for India’s healthcare se…
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12: Ep 012 - Fixed Income Investing at This Juncture
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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 lows gives RBI room to cut rates later this year. In this podcast, Ankit Jain chats with Puneet Pal, Head –…
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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 economy by 2075. A rising disposable income means that Indians will spend more on discretionary goods and servic…
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10: Ep 010 - Why focus on large & mid caps in 2024
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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 during periods of falling interest rates. Our internal study on Indian markets proves that High growth & Hig…
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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 above 6% every single year. Among the 13 large economies in Goldman Sachs Research’s global outlook for 202…
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8: Ep 008 - Growth and Quality is a great opportunity for long term investors
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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 in the Indian equity markets.PGIM India Insights による
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7: Ep 007 - PGIM India Alternatives will provide high conviction themes to capture structural growth
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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. Moderated by Ankit Jain. Tune in to the PGIM India Insights podcast series by PGIM India Asset Management.…
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6: Ep 006 - Driving Innovation! The Engine Behind India’s Thriving Automobile Sector.
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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 electric vehicles, the entry of new players and more. Tune in to the PGIM India Insights podcast series by …
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5: Ep 005 - The road ahead for fixed income investors
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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. Tune in to the PGIM India Insights podcast series by PGIM India Asset Management. Stay tuned to get more su…
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4: Ep 004 - How to diversify your portfolio in international stocks
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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 of Funds, Emerging Market Funds and Real Estate Investment Trusts (REITs). Tune in to the PGIM India Insig…
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3: Ep 003 - A unique fair value approach to identify good companies
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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 episode, he shares the portfolio construction process of the fund house, risk management framework, his lear…
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2: Ep 002 - How We Select Winning Companies with GARP Strategy.
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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 manage the PGIM India Core Equity Portfolio and PGIM India Phoenix Portfolio. Listen to this conversation t…
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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 to this episode where Puneet Pal, Head – Fixed Income, PGIM India Mutual Fund, shares his perspective on ho…
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