In this exclusive interview, Ankit Jain, Senior Fund Manager at Mirae Asset Investment Managers (India), shares his expert insights on the current market rally, the impact of global economic slowdowns, and the performance of Mirae Asset's Midcap Fund. Ankit discusses the drivers behind market returns, the underperformance of specific funds, and the strategic adjustments being made to navigate these challenging times. He also offers a deep dive into the prospects for sectors like banking, pharmaceuticals, and healthcare. This interview is a must-watch for investors looking to understand the nuances of multi-asset fund management and long-term investment strategies.
@MiraeAssetIndia

Key Topics Discussed:
What's driving the current market rally?
Impact of global economic slowdowns on markets
Mirae Asset Midcap Fund's underperformance and recovery plan
Sector outlook: Banking, pharmaceuticals, and healthcare
The role of new-age companies like Nykaa and Delhivery in investment portfolios

Tune in to gain valuable perspectives.

𝗧𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀:
00:13 Introduction
00:33 Diving right into equities—what's driving the current market rally? Is it more about investor sentiment, or are we seeing strong fundamentals at play?
03:03 We've recently seen sharp declines in markets like Japan and the US. Could these be early signs of a potential bear market ahead?
05:02 What are the risks posed at the Indian markets?
07:45 When sectors start shifting, how do you tweak your strategy? Are there any emerging sectors you’re excited about, especially those showing strong growth potential at reasonable valuations?
10:29 The idea is to understand how you shift between the sectors. Is it only to do with the benchmark, or do you have any top-down approach towards the sector selection?
12:50 Could you walk us through an example of a midcap company you spotted early on? What were the key indicators that made you confident in its growth potential?
17:10 On the flip side, has there been a time when your due diligence helped you dodge a poor midcap investment? What were the red flags that stood out to you?
19:28 Retail investors often stumble when it comes to midcaps. What common mistakes do you see, and how can they be avoided? Maybe you could share a real-life example to illustrate this?
23:40 The Mirae Asset Midcap Fund had a bit of a tough time, underperforming its peers in 2023 and into 2024. What do you think has been driving this, and how do you plan to get things back on track?
27:04 Should investors expect any tactical shifts in the portfolio?
28:46 Mirae funds have shown a strong conviction in the banking sector, even though it has weighed on performance over the past 18 months. How do you reassure your investors in light of this?
31:34 Looking at the current market, is there a sector you believe could outpace the broader market? What's driving your optimism?
33:16 The Mirae Asset Large & Midcap Fund and the Mirae Asset Midcap Fund both hold FSN E-Commerce and Delhivery, which haven't performed well against the mid-cap index.
What's your take on e-commerce, especially given the recent underperformance?
37:44 What was Ankit Jain's first investment in a stock?
38:51 Close

✨ 𝗝𝗼𝗶𝗻 𝗩𝗮𝗹𝘂𝗲 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 ✨
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Thank you for Watching - Ankit Jain on Mirae Asset's Strategy: Market rally, midcap fund challenges & Sector outlook

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