Business
In this insightful episode, host Arjun chats with Madanagopal, a seasoned fund manager, to explore a micro-level perspective on the current market outlook. They delve into the key observations and takeaways from their portfolio, highlighting what strategies have worked in recent times. The discussion also covers the broader framework of growth vs. value investing, examining how these approaches have evolved and whether the growth investing style has made a strong comeback.
Looking ahead, they offer observations and takeaways for 2025, providing valuable insights for investors on how to navigate the changing market dynamics. Whether you're an experienced investor or just starting out, this episode offers actionable insights and expert opinions that can help shape your investment strategy for the future. Stay tuned for more market wisdom only on Market Thalaivas - Brought to You by Sundaram Alternates Assets.
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1. Arjun Nagarajan, Chief Economist - Sundaram Alternates Assets
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2. Madanagopal Ramu, Head of Equity - Sundaram Alternates Assets
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Twitter - https://x.com/voyager573
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