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 India Mutual Fund, discuss why growth drives the value of any business and it is the single most important factor in driving stock prices.

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 to market risks, read all scheme related documents carefully.

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 subject to market risks, read all scheme related documents carefully.

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 carefully.

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 Ankit Jain, Senior Vice President – Retail Sales, PGIM India Mutual Fund, as they uncover the opportunities in this space.

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 Anandha Padmanaban, Senior Fund Manager, PGIM India Mutual Fund, about how India’s healthcare sector has transformed and the opportunities available for investors in this space.

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 interest rate trajectory in India and globally, how central banks are fighting inflation and how investors should position their portfolio at this juncture.

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 Mehta, Senior Fund Manager, PGIM India Mutual Fund, on the opportunities available in the consumer discretionary space for investors.

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 and low-growth stocks over the long run. In this podcast, Ankit Jain chats with Anandha Padmanabhan, Fund Manager (Equity) and Vinay Paharia (CIO) about the opportunities present in the current market and how you should position your portfolio at this juncture.

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 at 6.2%.  With the growing economy, there are many new themes and opportunities which are emerging for investors in the market today. 

In this episode, Aniruddha Naha, CIO – Alternates, PGIM India Asset Management chats with Ankit Jain from PGIM India Mutual Fund about these opportunities.