313. Investing in India's future: manufacturing, digitalisation, and market valuations
Description
Mithran Sudhir, client portfolio manager of the Goldman Sachs India Equity Portfolio fund, explores the potential implications of Prime Minister Modi’s anticipated third term on Indian equities. We discuss the ongoing reforms in India's dynamic market, including the 'Make in India' initiative aimed at boosting the manufacturing sector and attracting foreign investment. This episode provides a comprehensive overview of the current state and future outlook of Indian equities, offering valuable ...
This episode discusses why high yield bonds, often labeled as ‘junk bonds,’ can be an attractive investment and how today's market is different from previous decades. Jack Holmes, co-manager of the Artemis Global High Yield Bond fund, shares their strategy of focusing on European and UK markets...
Published 11/14/24
Hamish Maxwell, investment specialist on Scottish Mortgage Investment Trust, offers listeners a comprehensive look into the current state of the global markets. The discussion highlights the trust's core strategies for navigating volatility and adapting portfolios for resilience. Hamish shares...
Published 11/07/24