The Big Perspective

Welcome back to The Big Perspective. Here, we talk to some of the smartest minds in the Indian markets and pick their brains about the biggest trends shaping the Indian markets.

A lot has been happening in the markets. Some sectors have seen crazy rallies, there have been valuation concerns in the markets, and volatility is back in the markets after a long time. Well, to cut a long story short, there’s been a lot of enthusiasm and excitement around. To make sense of it, we spoke to Ashish Gupta, Chief Investment Officer, Axis Mutual Fund.

Ashish has over 25 years of experience and seen a lot in the markets. Prior to his current role as the CIO of Axis Mutual Fund, he was the head of research at CLSA.

In this utterly fascinating conversation, he talks about:

- The bull market run
- Megatrends that he is looking out for, like China +1,
- Sectors that seem promising
- The current state of the Indian banking system
- Increasing flows in the markets, IPOs and rising stake sales by promoters market
- Sentiment vs reality and much more!

I hope you enjoy this conversation as much as we did recording it.