The Daily Brief cover image

The Daily Brief

Thematic madness, China's stupidity, real estate boom and more.

Jul 13, 2024
12:18
Snipd AI
Topics discussed in this podcast include madness in thematic and sectoral mutual funds, RBI's new guidelines on interest payments, Uttar Pradesh making hybrid cars more attractive, China's ban on short-selling, and the real estate boom after a decade of underperformance.
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Podcast summary created with Snipd AI

Quick takeaways

  • Thematic funds attract large investments but may underperform, caution advised.
  • Indian real estate market rebounds post-Covid, signaling growth with sales improving.

Deep dives

Increase in Thematic Funds Inflows

Thematic mutual funds and ETFs have experienced a surge in inflows, attracting significant investments surpassing traditional fund categories. The craze for certain themes, like defense, has led to substantial fund launches and inflows. Despite the potential for rapid growth, thematic funds can also exhibit prolonged underperformance. Investors are advised to be cautious and not solely rely on past returns when considering thematic fund investments.

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