Tata MF’s Chandraprakash Padiyar on what to expect from markets, smallcap performance, and opportunities
Description
In this 18th episode of Prime Podcast, host Bhavana Acharya chats with Chandraprakash Padiyar, Senior Fund Manager at Tata Mutual Fund. Chandraprakash, who joined Tata AMC in 2018 and manages the Tata Small Cap and Tata Large & Midcap funds, shares his insights on the overall markets and the smallcap segment. The discussion begins with the global issue of US interest rates and their impact on Indian markets. Chandraprakash provides valuable observations on the position of domestic companies, highlighting which market segments are overheated and where potential opportunities may lie. The conversation then delves into the smallcap segment, with Chandraprakash explaining how to approach valuations in the midcap and smallcap space, and discussing the factors influencing outperformance over benchmarks based on market conditions.
Key segments in the podcast discussion:
Global Markets and US Interest Rates - Impact of US interest rates on Indian markets and domestic companies.
Market Segments Analysis - Identification of overheated market segments and exploration of potential investment opportunities.
Smallcap and Midcap Segment - Approach to valuations in midcap and smallcap spaces and factors influencing outperformance over benchmarks.
Investment Strategies - Insights into market dynamics and practical investment strategies for smallcap and midcap funds.
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