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Interview

Insightful conversations on the markets, funds, and what matters right now.

'Investors should think of value and growth as a diversification tool rather than a timing device'

06-Oct-2020

To make sense of current market valuations and to find out which pockets now offer value, we spoke to Vetri Subramaniam of UTI Mutual Fund

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'Indian economy will recover maybe not in a V-shaped but a U-shaped manner'

29-Sep-2020

We speak to Anil Shah of Aditya Birla Sun Life Mutual Fund about how he is navigating these unusual times

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'The focus is on secular growth businesses rather than cyclicals'

22-Sep-2020

Ajay Tyagi, Fund Manager, UTI Equity Fund discusses the AMC's bottom-up stock-picking approach, sectors to avoid, and the outlook for mid and small caps

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'The market may be running ahead of fundamentals'

08-Sep-2020

We speak to Siddharth Bothra Sr. Vice President - Fund Manager, Motilal Oswal Mutual Fund about whether the recent rally is justified in light of the recent quarterly results

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'We expect a large part of the economy to normalise towards the second half of the current fiscal'

01-Sep-2020

S Krishnakumar, CIO - Equity, Sundaram Mutual Fund shares his outlook on various sectors as well as the stock-selection framework he uses

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'We are overweight on IT and telecom sectors'

18-Aug-2020

We speak to Vinay Paharia, CIO, Union Mutual Fund about the recent rally, about what he is doing to counter the effect of the pandemic on his portfolios, and where he is investing.

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