Welcome to a special episode as we ring in the new year with Swarup Mohanty, Vice Chairman of the board of Mirae Asset Management, a South Korean-owned fund house. Monika asks Swarup questions that address the anticipation and expectation of what the New Year will bring, in the face of global geopolitical challenges as well as uncertainties closer to home.
Monika asks Swarup to share insights on navigating the VUCA (volatility, uncertainty, complexity, and ambiguity) world, the impact of US Fed rates, and potential economic headwinds. They talk about India's growth story, inflation, market trends, and Swarup's personal investment style. Tune in for your guide to a prosperous 2024!
Chapters:
(00:31 - 03:31) Introduction
(03:32 - 08:35) Money Management in a Post-VUCA, Post-COVID World
(08:36 - 10:27) Impact of Global Inflation
(10:27 - 13:34) What Happens to Equity Risk Premiums?
(13:34 - 16:57) War as Worst Case Scenario
(16:58 - 21:39) India: A Structural Growth Story
(21:40 - 24:20) Role of RBI in Economic Revival
(24:20 - 30:45) Re-imagining the Bottom of the Income Pyramid
(30:46 - 34:07) Predictions for the Stock Market
(34:07 - 36:30) Importance of Asset Allocation
(36:31 - 38:26) Ensuring Market Depth in an IPO Surge
(38:27 - 38:54) Interest Rates for 2024
(38:55 - 40:45) Wrapping Up
If you've got questions about the Union Budget, share them with us! Monika will be getting into the nitty gritties of why the Budget matters to us as citizens in an upcoming episode. You can email us at
[email protected] or leave a message in the comments!
Monika’s column on the stock market, Indian middle class and growth
https://www.hindustantimes.com/opinion/this-market-bull-run-is-no-hot-air-balloon-101689599028588.html
https://www.monikahalan.com/opinion-exuberant-stock-markets-need-sensible-handling/
https://www.monikahalan.com/the-growth-roar-of-middle-india-hindustan-times/
https://www.monikahalan.com/in-praise-of-growth-that-lifts-all-the-boats/
You can find Monika on her social media @monikahalan.
Twitter @MonikaHalan
Instagram @MonikaHalan
Facebook @MonikaHalan
This is a Maed In India Production; check us out at www.maedinindia.in
Creative Director: Mae Mariyam Thomas
Project Manager: Shaun Fanthome
Head of Audio: Kartik Kulkarni
Producer: Meghna Gulati
Sound Editor: Sarthak Ray
Artwork: Alika Gupta