Thematic Investing in India

In the last 15 years, Indian asset management has grown leaps and bounds. One of the amazing success stories of this period has been Mirae Asset management, which is best known for its well managed equity funds. 

In this episode, I caught up with Swarup Mohanty, the CEO of  Mirae Asset Investment Managers (India). Swarup has been at Mirae since day 1 during a period when both Mirae and the Indian markets have grown immensely. I hope you enjoy listening to the conversation as much as I enjoyed recording it. 

In this episode, he speaks about: 

0:00 - Introduction 

2:55 - Influx of young investors into the markets 

5:55 - The evolution of Indian asset management 

10:15 - Thoughts on the current market cycle 

15:05 - The biggest mistakes investors make 

20:55 - What’s it like to be the CEO of Mirae? 

26:15 - Performance chasing 

31:17 - Are there too many AMCs in India? 

34:14 - Active vs passive  

If you have any questions or thoughts about the topics in the conversation, post them on TradingQnA.

If you enjoyed listening to this episode, do let us know @zerodhaonline on Twitter.