Mahesh Patil on Indian macros and the recent market trends
Mahesh Patil is the Co-Chief Investment Officer of Aditya Birla Sun Life AMC and one of the biggest names in the fund management space. He leads a team of twenty, comprising fund managers and analysts, managing around INR 88,590 crores in equity assets. In this conversation with Karthik Rangappa, Mahesh talks about: 1. Overall macros of India and the factors that will influence growth 2. Earnings growth and corporate profits 3. The divergence between Nifty and Nifty small and mid-cap indices 4. The issue of pledged promoter holdings in mutual funds 5. Navigating quality and junk stocks 6. Passive investing and ETFs
