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Manish Gunwani on Small-Cap Opportunities, Indian Market Valuations & the Future of Investing | Bandhan Mutual Fund

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Manage episode 494160533 series 3488085
Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, we sit down with Manish Gunwani, the Head of Equities at Bandhan Mutual Fund, who manages over ₹37,700 crore in assets and oversees two 5-star rated funds — the Bandhan Smallcap Fund and Bandhan Large & Midcap Fund. With deep research and a long-term investment philosophy, Manish shares his insights on the Indian market, particularly the small-cap space, and his approach to valuations in today’s market environment.

  • Discover his views on the current market valuations and whether small-caps are still presenting opportunities.

  • Learn about Bandhan's deep research capabilities and their 600-700 stock universe in the small-cap sector.

  • Manish talks about the long-term potential of the manufacturing sector, AI disruption, and how geopolitical tensions are shaping investment decisions.

  • He shares his investment philosophy, focusing on quality businesses, even in a time of stretched valuations, and why the Indian currency’s stability is a positive for long-term foreign capital influx.

  • Get insights on asset allocation models, macro parameters, and valuation strategies used at Bandhan Mutual Fund for funds like the Bandhan Balanced Advantage Fund.

  • With a value bias in his portfolio, Manish explains how he balances growth and value investing to generate superior long-term returns.

Join us for a deep dive into the Indian equity market, investment strategies, and the outlook for small-cap stocks with one of the leading voices in the industry.

  continue reading

999 episodes

Artwork
iconShare
 
Manage episode 494160533 series 3488085
Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, we sit down with Manish Gunwani, the Head of Equities at Bandhan Mutual Fund, who manages over ₹37,700 crore in assets and oversees two 5-star rated funds — the Bandhan Smallcap Fund and Bandhan Large & Midcap Fund. With deep research and a long-term investment philosophy, Manish shares his insights on the Indian market, particularly the small-cap space, and his approach to valuations in today’s market environment.

  • Discover his views on the current market valuations and whether small-caps are still presenting opportunities.

  • Learn about Bandhan's deep research capabilities and their 600-700 stock universe in the small-cap sector.

  • Manish talks about the long-term potential of the manufacturing sector, AI disruption, and how geopolitical tensions are shaping investment decisions.

  • He shares his investment philosophy, focusing on quality businesses, even in a time of stretched valuations, and why the Indian currency’s stability is a positive for long-term foreign capital influx.

  • Get insights on asset allocation models, macro parameters, and valuation strategies used at Bandhan Mutual Fund for funds like the Bandhan Balanced Advantage Fund.

  • With a value bias in his portfolio, Manish explains how he balances growth and value investing to generate superior long-term returns.

Join us for a deep dive into the Indian equity market, investment strategies, and the outlook for small-cap stocks with one of the leading voices in the industry.

  continue reading

999 episodes

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