Paisa Vaisa with Anupam Gupta Equity Allocation in Financial Planning | Ft. Manish Gunwani
May 19, 2025
In this discussion, Manish Gunwani, Head of Equity at Bandhan AMC, shares his extensive insights on the impact of India-Pakistan tensions on the market and India's ambitious zero-deficit goal. He reveals growth opportunities resulting from India’s manufacturing boom and the transformative role of AI in investing. Listeners gain valuable perspectives on equity ownership trends among Indian households, the necessity of shifting to financial assets, and the future of equity in financial planning. Manish also highlights career prospects in the AMC industry, emphasizing passion’s role in financial success.
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India's Zero Current Account Deficit
- India achieved a zero current account deficit milestone, boosting currency stability and foreign capital inflows.
- This improvement supports higher equity valuations driven by a stronger rupee and reduced cost of equity.
Export-Driven Growth Sectors
- Export-focused, white-collar-driven manufacturing sectors can offer high growth and global leadership potential.
- Smaller and mid-cap firms in pharma, engineering, and contract research are promising investment opportunities.
Bullish on India's Interest Rates
- Indian interest rates are likely to fall long-term due to demographics, energy trends, and inflation targeting.
- Lower interest rates will reduce cost of capital, benefiting smaller and mid-cap companies.
