Episodes

  • Big Picture with Sankaran Naren: What does the next decade look like for Indian markets?

    Big Picture with Sankaran Naren: What does the next decade look like for Indian markets?
    Jul 29 2024
    Welcome back to the Big Picture. We talk to some of the smartest minds in the Indian markets here, and pick their brains about the biggest trends shaping the Indian markets to understand the nitty gritties of what’s what! Now the budget is out and we know what changed and we have all processed our emotions. But what does the budget mean for the Indian economy and stock market, is it positive, less positive, or slightly negative? So in this episode, we spoke to Sankaran Naren, Chief Investment Officer of ICICI Prudential Asset Management. He is one of the most seasoned names in the Indian mutual fund industry with decades of experience in various roles. In his career, Naren had pretty much seen the entire history of the Indian markets across multiple cycles and is perhaps best known for his contrarian style of investing. So let’s understand his “Big Picture’ view of the markets and economy!
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    37 mins
  • The Big Picture #1: Will the Amrit Kaal last for the Indian markets and economy? with Deepak Shenoy

    The Big Picture #1: Will the Amrit Kaal last for the Indian markets and economy? with Deepak Shenoy
    Jul 22 2024
    The Indian economy is booming, and so are the financial markets. Everybody, from retail investors to large foreign investors, wants a piece of the action. What's behind the optimism? Will the good times continue? In the first episode of The Big Picture, we speak to the super-insightful Deepak Shenoy on all things markets and the economy. If you are even remotely interested in the markets and the economy, this is a conversation you don't want to miss.
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    1 hr and 9 mins