Episodes

  • 13: Ep 013 - Opportunities in the Indian Healthcare Sector

    13: Ep 013 - Opportunities in the Indian Healthcare Sector
    May 2 2024
    India’s healthcare sector consists of hospitals, medical devices, clinical trials, outsourcing, telemedicine, medical tourism, health insurance, and medical equipment. Rising demand for affordable healthcare, technological advancements, the emergence of telemedicine, rapid health insurance penetration is driving the demand for India’s healthcare sector.

    In this podcast, Ankit Jain chats with Anandha Padmanaban, Senior Fund Manager, PGIM India Mutual Fund, about how India’s healthcare sector has transformed and the opportunities available for investors in this space.
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    27 mins
  • 12: Ep 012 - Fixed Income Investing at This Juncture

    12: Ep 012 - Fixed Income Investing at This Juncture
    Apr 4 2024
    The global monetary tightening cycle has ended. The developed market central banks are sounding dovish even as growth holds up leading to a scenario of a soft landing. Indian growth is holding up pretty strong.

    The core Inflation at multiyear lows gives RBI room to cut rates later this year. In this podcast, Ankit Jain chats with Puneet Pal, Head – Fixed Income, PGIM India Mutual Fund, about the interest rate trajectory in India and globally, how central banks are fighting inflation and how investors should position their portfolio at this juncture.
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    11 mins
  • 11: Ep 011 - The Rise of India

    11: Ep 011 - The Rise of India
    Mar 1 2024
    As per a recent study by Goldman Sachs, India’s per capita GDP for FY 2024 is around Rs 3 lakh and by 2027 around 10 crore population are expected to earn around Rs. 8 lakh. It also predicts that India is set to become the second largest economy by 2075.

    A rising disposable income means that Indians will spend more on discretionary goods and services. In this podcast, Ankit Jain chats with Utsav Mehta, Senior Fund Manager, PGIM India Mutual Fund, on the opportunities available in the consumer discretionary space for investors.
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    18 mins
  • 10: Ep 010 - Why focus on large & mid caps in 2024

    10: Ep 010 - Why focus on large & mid caps in 2024
    Jan 31 2024
    As per the calendar-year returns from CY2010 till CY2023, 10 out of 14 times, Growth style has outperformed value in the last 14 years globally. Value stocks tend to do well in rising interest rate scenarios, whereas growth & quality do well during periods of falling interest rates. 

    Our internal study on Indian markets proves that High growth & High-quality stocks outperform low-quality and low-growth stocks over the long run. In this podcast, Ankit Jain chats with Anandha Padmanabhan, Fund Manager (Equity) and Vinay Paharia (CIO) about the opportunities present in the current market and how you should position your portfolio at this juncture.
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    19 mins
  • 9: Ep 009 - Emerging Themes To Watch Out For

    9: Ep 009 - Emerging Themes To Watch Out For
    Jan 4 2024
    India has leapfrogged from being among the fragile five in 2014 to emerge as the most resilient economy which is predicted to become the third largest economy by 2027. 
    The IMF expects India to be the fastest growing economy till 2028, growing above 6% every single year. 

    Among the 13 large economies in Goldman Sachs Research’s global outlook for 2024, India’s projected growth rate is the highest at 6.2%.  With the growing economy, there are many new themes and opportunities which are emerging for investors in the market today. 

    In this episode, Aniruddha Naha, CIO – Alternates, PGIM India Asset Management chats with Ankit Jain from PGIM India Mutual Fund about these opportunities.
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    15 mins
  • 8: Ep 008 - Growth and Quality is a great opportunity for long term investors

    8: Ep 008 - Growth and Quality is a great opportunity for long term investors
    Nov 30 2023
    In this episode, Ankit Jain and Vinay Paharia (CIO-PGIM India Mutual Fund) discuss what has worked in investing in the last two decades in India and why investing in high growth and high quality companies is the best approach to participating in the Indian equity markets.
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    14 mins
  • 7: Ep 007 - PGIM India Alternatives will provide high conviction themes to capture structural growth

    7: Ep 007 - PGIM India Alternatives will provide high conviction themes to capture structural growth
    Oct 19 2023
    In this podcast episode, Abhishek Tiwari, Chief Business Officer, PGIM India Asset Management, talks about the company’s new initiative in the alternatives space and how PGIM India Asset Management is positioned to capture these opportunities. Moderated by Ankit Jain.

    Tune in to the PGIM India Insights podcast series by PGIM India Asset Management. Stay tuned to get more such insights.
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    10 mins
  • 6: Ep 006 - Driving Innovation! The Engine Behind India’s Thriving Automobile Sector.

    6: Ep 006 - Driving Innovation! The Engine Behind India’s Thriving Automobile Sector.
    Sep 7 2023
    In this podcast, Surjitt Singh Arora, Portfolio Manager and Principal Officer, PGIM India Portfolio Management Services, talks about the emerging opportunities in the auto and ancillary sector,  how the sector is evolving with the emergence of electric vehicles, the entry of new players and more.
    Tune in to the PGIM India Insights podcast series by PGIM India Asset Management. Stay tuned to get more such insights. Investments in Products are subject to market risks. There is no assurance or guarantee/ warranty that the objectives of any of the Products will be achieved. The Client can avail the Portfolio Management Services directly from the Portfolio Manager without any recourse to distributors.
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    19 mins