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Vinay Paharia of PGIM India Mutual Fund on the Rebound of High-Quality Stocks and India's Equity Market Outlook for 2025

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Manage episode 489395421 series 3488085
Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this insightful podcast, Vinay Paharia, Chief Investment Officer (CIO) at PGIM India Mutual Fund, discusses the key drivers behind the recent rebound in Indian equity markets and the strong comeback of PGIM’s equity funds after a challenging 2023-24. With a focus on high-quality, high-growth businesses, Paharia outlines why these stocks are back in favor and how India’s growing economy, effective monetary policies, and macroeconomic stability are fueling the market’s growth in 2025.

Vinay also explains PGIM India’s evidence-based investment philosophy, emphasizing stock picking over market timing, and the importance of adhering to a disciplined strategy. He shares the portfolio changes and stock selections that helped PGIM’s ELSS, Large and Mid Cap, and Small Cap funds outperform in 2024, and delves into the factors contributing to the success of PGIM India’s small-cap fund. Learn why high-growth, high-quality companies have outperformed and how PGIM India’s diversified, low-churn approach is set for long-term success.

  continue reading

1000 episodes

Artwork
iconShare
 
Manage episode 489395421 series 3488085
Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this insightful podcast, Vinay Paharia, Chief Investment Officer (CIO) at PGIM India Mutual Fund, discusses the key drivers behind the recent rebound in Indian equity markets and the strong comeback of PGIM’s equity funds after a challenging 2023-24. With a focus on high-quality, high-growth businesses, Paharia outlines why these stocks are back in favor and how India’s growing economy, effective monetary policies, and macroeconomic stability are fueling the market’s growth in 2025.

Vinay also explains PGIM India’s evidence-based investment philosophy, emphasizing stock picking over market timing, and the importance of adhering to a disciplined strategy. He shares the portfolio changes and stock selections that helped PGIM’s ELSS, Large and Mid Cap, and Small Cap funds outperform in 2024, and delves into the factors contributing to the success of PGIM India’s small-cap fund. Learn why high-growth, high-quality companies have outperformed and how PGIM India’s diversified, low-churn approach is set for long-term success.

  continue reading

1000 episodes

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