Ep 010 - Why focus on large & mid caps in 2024

Episode 10,   Jan 31, 10:11 AM

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.