The Big Perspective

Oct 24 2024 9 ep. 61 mins 9

The Big Perspective Podcast artwork

The Indian markets have never been more exciting. From retail investors to global investors, everybody wants a piece of the action. However, Indian markets are not for the timid, nor are they easy to navigate. In order to help you make sense of markets, we are starting a new series called The Big Perspective, where we talk to some of the brightest minds in the financial markets. The goal is to extract the wisdom these smart people have accumulated over the decades in the hopes that they can help you build your wealth.

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Is India’s stock market surge built to last? ft. Sahil Kapoor

Oct 24 2024 56 mins

The markets have been buzzing with activity — gold is outperforming equities globally, foreign investments are shifting, and India’s stock market seems to be in a league of its own. So, what’s driving these trends, and are we overlooking key signals?That’s why in this episode, we’re breaking down the early signs and trends shaping both global and domestic markets.Joining

What Lies Ahead for Research Analysts in India? With Mayank Bansal

Oct 02 2024 52 mins

We are again talking about financial advisors—RIAs and RAs—the folks who help us decide where to put our money. In our last episode, we spoke about the RIA landscape in India and how the latest SEBI consultation paper affects that. But the changes proposed in the paper don’t just talk about RIAs, but also about Research Analysts. To understand what’s going on and how SEBI's

The road ahead for the markets and the economy. Ft. Sahil Kapoor

Sep 23 2024 45 mins

A lot has been happening in the markets. Some stocks are soaring, others are struggling, and many of us are wondering what's really going on behind the scenes.Are we missing something important?That's why today we're diving into the early trends and signs in our markets and economy. We'll be looking at everything from why some stocks are outperforming others, to how India's economi

What does the future look like for investment advisory in India? with Vivek Rege, board member, ARIA

Sep 14 2024 93 mins

If you’ve ever looked for financial advice—whether it’s figuring out where to invest your hard-earned money or planning for your future—you know how tricky it can be to find someone you can really trust.It’s been over a decade since SEBI rolled out regulations for RIAs to ensure that investors get unbiased advice. But here’s the thing: there are just about 900 RIAs in I

Here's how Indian businesses are transforming with Saurabh Mukherjea

Sep 01 2024 85 mins

You might have noticed that the Indian business landscape has been going through a lot of ups and downs—companies that once dominated the market have either evolved, disappeared, or been replaced by newer, more agile players. And it’s not just about individual companies; it’s about how the entire economy is shifting and adapting to new realities.In this episode of The Big Per

What's happening with inflation, interest rates and bond yields?

Aug 17 2024 58 mins

RBI has kept the repo rate unchanged for the ninth month in a row. And our inflation data seems to be weird. Headline inflation has been volatile. It increased to 5.1% in June after remaining steady at 4.8% during April and May. Food inflation has been sticky and rising, but core inflation is at its historic lows. India’s 10-year bond yield hit a 28-month low. In short, weird ev

What are the biggest megatrends in Indian markets? | Ashish Gupta, CIO, Axis Mutual Fund

Aug 09 2024 50 mins

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 lo

What does the next decade look like for Indian markets?

Jul 29 2024 36 mins

Welcome back to The Big Perspective, where we talk to some of the smartest minds in the Indian markets and pick their brains about the biggest trends shaping the Indian markets. In this episode, we spoke to Sankaran Naren, the Chief Investment Officer of ICICI Prudential Asset Management, one of India's largest asset management companies. Naren has over 3 decades of experience and

Will the Amrit Kaal last for the Indian markets and economy? with Deepak Shenoy

Jul 22 2024 69 mins

The Indian economy is booming, and so are the financial markets. Everybody, from retail investors to large foreign investors, wants a piece of the action. What's behind the optimism? Will the good times continue? In the first episode of The Big Perspective, we speak to the super-insightful Deepak Shenoy on all things markets and the economy. If you are even remotely interested in