Description
To say this year has been a roller-coaster ride for the markets would be an understatement. A lot of new investors saw their first serious market crash since 2008, although it didn't last as long, it was brutal nonetheless. But what was surprising was the dramatic recovery even as all the economic data was dismal. We wanted to make sense of the disconnect between the real economy and the stock market and also how investors should look at investing going forward. So Prateek caught up with Anand Radhakrishnan, the Chief Investment Officer of Equity at Franklin Templeton India. In this absolutely brilliant and wide-ranging conversation, Anand talks about:
The opposite journeys of the economy and the markets
The major economic concerns, both Indian and global
Thought on the return of inflation globally
How should investors think about this current market phase
Why are the markets going up when the economic data is grim
Thoughts on the current market phase and the factors that would determine the market direction ahead
Current market valuations and concerns on potential overvaluation concerns
Sector leadership going forward
Thoughts on gold
How Anand invests personally
Some investing lessons he's picked up over his career
Hope you folks enjoy this conversation with Anand.
Prateek Singh is the founder of LearnApp, an online learning platform with courses on investing, personal finance, trading and more, do check it out.
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