Inside The Brains Podcast
Inside The Brains Podcast
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Sector Rotation & Earnings Growth Explained | Charanjit Singh, Fund Manager at DSP | Manages 34000Cr
Join us for an exclusive conversation with Charanjit Singh, the fund manager behind the DSP Tiger Fund and the newly launched DSP Business Cycle Fund.
In this insightful podcast, we explore the strategies and principles driving success in today’s dynamic markets.
🔍 Key Takeaways from the Episode:
🌍 Changing World Order: How global trends are reshaping investment opportunities.
📈 Sector Rotation: The importance of identifying and adapting to sectoral shifts.
💵 Earnings Growth: Why it remains the foundation of sustainable market returns.
🔄 Business Cycles: Understanding the role of cycles in timing investments effectively.
Charanjit shares his expert perspective on navigating volatility, capturing growth, and leveraging the unique approach of the DSP Business Cycle Fund to stay ahead in a changing market landscape.
🎧 Watch the full episode now to gain actionable insights for your investment journey!
#DSPFunds #Podcast #SectorRotation #EarningsGrowth #MarketStrategies #BusinessCycleFund #ChangingWorldOrder #Investing #FinancePodcast
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Managing $2 Bn: Meeta Shetty of Tata on Growth vs Value, AI Trends, US Elections & Market Cycles25:57Managing $2 Bn: Meeta Shetty of Tata on Growth vs Value, AI Trends, US Elections & Market Cycles
Managing $2 Bn: Meeta Shetty of Tata on Growth vs Value, AI Trends, US Elections & Market Cycles
มุมมอง 228หลายเดือนก่อน
In this exclusive episode, we sit down with Meeta Shetty, Fund Manager at Tata Asset Management, who oversees a portfolio of funds with over $3 billion in assets under management. Meeta brings over a decade of years of expertise in managing funds like the Tata Focused Equity Fund, Tata India Pharma & Healthcare Fund, and Tata Digital India Fund. We dive deep into her journey as a fund manager a...
2024 Market Predictions: CIO Umeshkumar Mehta Reveals What’s Coming Next | Samco Multi Cap NFO24:592024 Market Predictions: CIO Umeshkumar Mehta Reveals What’s Coming Next | Samco Multi Cap NFO
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In this exclusive interview, Umeshkumar Mehta, CIO and Former CEO, reveals his market outlook for the next 12-18 months and shares his unique Hexashield framework for managing risk. Get insights into his experience managing volatile markets and strategies for maximizing returns in 2024. Whether you're an investor or market enthusiast, this is a must-watch! 🚀📈 🔴 Topics Covered: -Market predictio...
Will India Overtake China? AIF Fund Manager Natraj S on Manufacturing Growth!24:55Will India Overtake China? AIF Fund Manager Natraj S on Manufacturing Growth!
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มุมมอง 1495 หลายเดือนก่อน
Could India be the next China? In this insightful interview, AIF Fund Manager Natraj S, who has collectively managed more than $3 billion in equity assets, delves into India's potential to match China's growth. He provides sector-specific insights and expert fund management strategies, discussing the correlation between sectors and its impact on diversification, the advantages of managing a con...
Managing ₹56,000 Crores: Ankit Jain, Sr. Fund Manager of Mirae Global Investments Management Pvt Ltd20:55Managing ₹56,000 Crores: Ankit Jain, Sr. Fund Manager of Mirae Global Investments Management Pvt Ltd
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Join us for an podcast with Ankit Jain, the Senior Fund Manager at Mirae Global Investments Management (India) Pvt Ltd. In this episode, Ankit shares his extensive expertise in managing equity funds across various strategies, including thematic, large-cap, and mid-cap funds. In this podcast, we dive deep into Ankit's specialties. Learn how he effectively manages ₹56,000 crores under four scheme...
Former CEO Speaks on How Stocks Are Not Just Numbers but Businesses - Mr Hari, VP Franklin Templeton32:39Former CEO Speaks on How Stocks Are Not Just Numbers but Businesses - Mr Hari, VP Franklin Templeton
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Podcast Series Episode 2: Insights with Hari Shyamsundar, VP & Institutional Portfolio Manager at Franklin Templeton Welcome to the second episode of our podcast series, where we bring you insightful conversations with leading fund managers, CIOs, and other experts. In this episode, we have the pleasure of talking with Hari Shyamsundar, VP and Institutional Portfolio Manager at Franklin Templet...
Insights from CIO Mahesh Patil of Aditya Birla AMC | Market Views & Portfolio Outlook18:38Insights from CIO Mahesh Patil of Aditya Birla AMC | Market Views & Portfolio Outlook
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Join me in this insightful podcast as I delve into the journey of a Chief Investment Officer (CIO) from an Asset Management Company (AMC). Discover how he found his way to success, gain valuable insights into his views on the market trends, and explore his current outlook on portfolio management. Don't miss this opportunity to learn from a seasoned expert in the finance industry! For deeper ins...

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