SINHASI INTELLIGENT INVESTING FORUM 6 (PART 5)
Market experts gave us their views on the pros and cons of the new impending changes in the Macro environment. The article looks at the key takeaways and what to watch out for as well.
IN CONVERSATION WITH MR. CHINTAN HARIA, VP, ICICI PRU AMC
The article is from our conversation with him on what he considers are the main macro factors affecting the Indian markets from a global perspective. Chintan spoke about some key factors about the impact of interest rates, from liquidity infusion to key sectors, and even why India is looking more attractive than the US market.
IN CONVERSATION WITH MR. CHARANDEEP SINGH & MR. VARUN DAGA, GIRIK CAPITAL
Investing in concentrated portfolios like the Girik PMS is very different from investing in equity mutual funds. And it is very important to understand this difference, to see if you need to book profits or not at current market levels. Though PMS schemes and Equity mutual funds fish from the same pond, their approach and strategies for making sustainable alpha returns is totally different and this is very important to understand. We spoke to Charandeep Singh and Varun from Girik to see what their tips are on the market touching 52K, with the Covid 3rd wave around the corner.
