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 

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