Exclusive interview with Harish Krishnan | Navigating equity markets & strategies | Money Masters
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- Опубликовано: 15 сен 2024
- Join Value Research CEO Dhirendra Kumar as he interviews Harish Krishnan, Co-CIO and Head of Equity at Aditya Birla Sun Life AMC, in this exclusive Money Masters series. In this insightful conversation, Harish shares his journey from coding to managing funds, his views on the current high market valuations, and the strategic shifts he’s bringing to ABSL to enhance fund performance. Get valuable insights on managing equity portfolios, factor-based investing, and the future of tech startups in the market.
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@AdityaBirlaCapital
Timestamps:
00:13 Introduction
00:49 From coding at Infosys to managing funds, what initially drew you into equity investing, and how did you transition from a software engineer to a fund manager?
05:12 You've recently moved to ABSL Fund House after nearly two decades at Kotak AMC. Making such a big move after so long is huge! What fresh perspectives and initiatives have you brought to your new team at ABSL to shake things up?
09:24 With the Sensex crossing 80,000, valuations in the equity markets seem quite high. What are your views on the current relative valuations across large-cap, mid-cap, and small-cap companies? How sustainable do you believe the earnings growth priced in by the market is?
15:02 The market's bounce back post-election has been impressive. What's your take on this resilience, and how do you think the upcoming budget might influence the markets?
18:20 Many new investors entered the market after the 2020 rally and might have unrealistic expectations. What advice would you give them on managing their investment outlook in the current market scenario?
23:10 For How long can cash-burning tech startups continue to stay?
25:40 Most of the equity funds at ABSL have been going through a rather elongated rough time. What changes are you bringing in to bring about a turnaround in performance?
39:20 With the rise of factor-based investing, you've recently launched the ABSL Quant Fund. Do you believe these rule-driven strategies might be more effective at anticipating sector trends than traditional methods?
42:20 The Flexi-Cap and Business Cycle Funds have a 60% portfolio overlap. From an investor's perspective, how do you differentiate these funds in terms of investment strategy?
43:38 As the Co-CIO and Head of Equity, how do you oversee and supervise other equity fund managers to ensure a cohesive investment strategy across the team?
47:53 Closing
✨ 𝗝𝗼𝗶𝗻 𝗩𝗮𝗹𝘂𝗲 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 ✨
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Thank you for Watching - Exclusive interview with Harish Krishnan | Navigating equity markets & strategies | Money Masters
#equityinvesting #stockmarketinsights #mutualfunds #absl #investmentstrategies #moneymasters #factorinvesting #financialinsights #valueresearch #dhirendrakumar
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Please do more face to face interviews like these. Much better than zoom calls.
Sure
Excellent questions
Thank you 😊
New thumbnail is good
Thank you 🙏
More face to face interview. Please 🙏
Sure, we will try to do more face to face interviews.
Good One
Thanks