PGIM India Insights by PGIM India Asset Management

In this episode, Puneet Pal, Head – Fixed Income, PGIM India Mutual Fund and Jatin Gulati break down RBI’s latest policy decision to hold rates steady for the third consecutive meeting and what it means for investors. They  discuss the revised inflation and growth outlook, the central bank’s stance on currency stability, and the evolving global and domestic risks. With interest rates expected to r...

In an economy where central bank actions shape the cost of capital, understanding the fixed income space is more crucial than ever.  In this episode, we're diving deep into the Indian debt market, focusing on how investors can navigate the current environment.  Joining us for this crucial conversation is Puneet Pal, Head of Fixed Income at PGIM India Asset Management and Jatin Gulati. Puneet share...

India is a high-growth economy, offering numerous investment opportunities in companies that are expanding their businesses at a rapid pace. As T. Rowe Price aptly put it, India represents a perfect 'fertile field for growth.' Importantly, many high-growth companies have underperformed in recent years, creating investment opportunities. In this podcast, Ankit Jain and Vinay Paharia, CIO, PGIM Indi...

From a series of rate hikes in 2022-2023, global central banks have now started cutting interest rates. India’s central bank RBI has cut rates for the first time in 5 years. What lies ahead for investors?  Ankit Jain chats with Puneet Pal, Head – Fixed Income – PGIM India Mutual Fund, on how investors should navigate their fixed income portfolio in the current market. Mutual Fund investments are s...

As per the Insurance Regulatory and Development Authority of India (IRDAI), India will be the sixth-largest insurance market within a decade, leapfrogging Germany, Canada, Italy and South Korea.  In this podcast, Rahul Jagwani, Analyst, PGIM India Alternatives and Ankit Jain discuss the evolution of insurance sector, its growth so far and the opportunities for investors in this sector.

In this podcast, Ankit Jain and Puneet Pal, Head – Fixed Income, PGIM India Asset Management, discuss the interest rate trajectory in India, how investors should position their fixed income portfolio at this juncture and more.  Tune in to the PGIM India Insights podcast series by PGIM India Asset Management. Mutual Fund investments are subject to market risks, read all scheme-related documents car...

Mid and small cap stocks have outperformed the broader index in the last one year as of July 2, 2024. As investors, you would be tempted to chase mid and small cap stocks. But are there opportunities still left in this space? How are large, mid and small caps placed from a valuation perspective? Find out more by listening to Vivek Sharma, Senior Fund Manager, Equity, PGIM India Mutual Fund and Ank...

India’s healthcare sector consists of hospitals, medical devices, clinical trials, outsourcing, telemedicine, medical tourism, health insurance, and medical equipment. Rising demand for affordable healthcare, technological advancements, the emergence of telemedicine, rapid health insurance penetration is driving the demand for India’s healthcare sector.  In this podcast, Ankit Jain chats with Anan...

The global monetary tightening cycle has ended. The developed market central banks are sounding dovish even as growth holds up leading to a scenario of a soft landing. Indian growth is holding up pretty strong.  The core Inflation at multiyear lows gives RBI room to cut rates later this year. In this podcast, Ankit Jain chats with Puneet Pal, Head – Fixed Income, PGIM India Mutual Fund, about the...

As per a recent study by Goldman Sachs, India’s per capita GDP for FY 2024 is around Rs 3 lakh and by 2027 around 10 crore population are expected to earn around Rs. 8 lakh. It also predicts that India is set to become the second largest economy by 2075.  A rising disposable income means that Indians will spend more on discretionary goods and services. In this podcast, Ankit Jain chats with Utsav...

As per the calendar-year returns from CY2010 till CY2023, 10 out of 14 times, Growth style has outperformed value in the last 14 years globally. Value stocks tend to do well in rising interest rate scenarios, whereas growth & quality do well during periods of falling interest rates.  Our internal study on Indian markets proves that High growth & High-quality stocks outperform low-quality a...

India has leapfrogged from being among the fragile five in 2014 to emerge as the most resilient economy which is predicted to become the third largest economy by 2027.  The IMF expects India to be the fastest growing economy till 2028, growing above 6% every single year.  Among the 13 large economies in Goldman Sachs Research’s global outlook for 2024, India’s projected growth rate is the highest...

In this episode, Ankit Jain and Vinay Paharia (CIO-PGIM India Mutual Fund) discuss what has worked in investing in the last two decades in India and why investing in high growth and high quality companies is the best approach to participating in the Indian equity markets.

In this podcast episode, Abhishek Tiwari, Chief Business Officer, PGIM India Asset Management, talks about the company’s new initiative in the alternatives space and how PGIM India Asset Management is positioned to capture these opportunities . Moderated by Ankit Jain. Tune in to the PGIM India Insights podcast series by PGIM India Asset Management. Stay tuned to get more such insights.

In this podcast, Surjitt Singh Arora, Portfolio Manager and Principal Officer, PGIM India Portfolio Management Services, talks about the emerging opportunities in the auto and ancillary sector,  how the sector is evolving with the emergence of electric vehicles, the entry of new players and more. Tune in to the PGIM India Insights podcast series by PGIM India Asset Management. Stay tuned to get mo...

In this episode, Puneet Pal, Head - Fixed Income, PGIM India Mutual Fund, explains PGIM India MF’s fixed income investment process and philosophy, the trajectory of inflation and how investors should position their portfolio at this juncture. Tune in to the PGIM India Insights podcast series by PGIM India Asset Management. Stay tuned to get more such insights. Mutual Fund investments are subject t...

In this episode, Abhishek Tiwari, Chief Business Officer, PGIM India Mutual Fund, shares his perspective on why international diversification is necessary and the options available for investors to diversify their portfolio through Global Fund of Funds, Emerging Market Funds and Real Estate Investment Trusts (REITs).    Tune in to the PGIM India Insights podcast series by PGIM India Asset Manageme...

Quality and growth combined are a potent combination for generating value – for insights like these, listen to Vinay Paharia, CIO, PGIM India Mutual Fund as he provides insights on the investment philosophy of PGIM India Mutual Fund. In this episode, he shares the portfolio construction process of the fund house, risk management framework, his learnings from the market as well as sectors he is bul...

In this episode listen to the the time-tested investing strategy - Growth at Reasonable Price (GARP) strategy and how Surjitt Singh Arora, Portfolio Manager and Principal Officer, PGIM India Portfolio Management Services uses this strategy to manage the PGIM India Core Equity Portfolio and PGIM India Phoenix Portfolio. Listen to this conversation to understand his investment philosophy and why he...

The year 2023 is set to be a turning point in the rate hike cycle being pursued by central banks across the globe. In India, RBI is expected to go for a long pause and maintain status quo on monetary policy over the next two quarters. Tune in to this episode where Puneet Pal, Head – Fixed Income, PGIM India Mutual Fund, shares his perspective on how the Global and Indian fixed income markets have...