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Paisa Vaisa with Anupam Gupta
Equity Market Trends & Retail Investing Insights with Harish Krishnan of Aditya Birla Mutual fund
Sep 16, 2024
Harish Krishnan, Co-CIO and Head of Equity at Aditya Birla Sun Life Mutual Fund, shares insights on the latest equity market dynamics. They discuss the surge in retail and FII flows, as well as the emerging trends with microcaps and SME IPOs. The conversation highlights the need for a consistent investment strategy and the importance of hybrid investment products. Krishnan emphasizes adapting to market changes while maintaining a disciplined approach to capital allocation, preparing investors for a proactive 2024.
44:36
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Quick takeaways
- The significant shift in retail investor behavior post-pandemic has led to increased participation in equities and mutual funds.
- Amid rising interest costs and government fiscal deficits, understanding market dynamics is crucial for shaping effective portfolio strategies.
Deep dives
Market Flows and Investment Participants
The episode discusses the landscape of investment flows in equity markets, highlighting three main types of participants: domestic institutional investors (DIIs), foreign institutional investors (FIIs), and retail investors. With a significant increase in mutual fund investments, DIIs have become a foundational aspect of market demand. It is noted that while foreign flows traditionally dominated, there has been a shift towards foreign direct investment (FDI) and a notable change in retail investor behavior, especially after the pandemic. The podcast emphasizes understanding the marginal players in the market and their impact on liquidity and pricing.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode