How Top Fund Managers Analyze the Market | Ft. Gaurav Misra
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In this podcast, Gaurav Misra, Head of Equity at Mirae Asset Investment Managers, shares his views on the current market conditions and what investors should focus on right now. He starts by talking about his core investing philosophy and how to stay calm during market corrections. The conversation covers key topics like how policy decisions and global monetary trends affect Indian markets, and why budget announcements impact certain sectors more than others. Gaurav also explains how to value a business or sector, the importance of studying numbers, and key parameters to look at while analyzing a company. There’s also a thoughtful discussion around ESG investing, the difference between investing in startups versus well-established companies, and the gap we often see between a business’s actual performance and its stock price. If you’re wondering whether the current bear run is over or not, this session gives useful insights from a seasoned fund manager in a very easy-to-understand way.
Disclaimer:
The ideas, analyses, and strategies shared on this platform are for educational purposes only. They should not be interpreted as financial advice. Any decision to act on the content provided is made at your own risk.
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Timestamp:
00:00 Preview
01:12 Introduction
01:45 Gaurav’s investing philosophy
04:08 Understanding the current falling market
09:33 Buy-side vs. sell-side analysis
13:10 Impact of policy actions on the market
16:25 Budget impact on key sectors
19:00 How global monetary policies affect the Indian market
23:20 How to value a business or sector
26:10 Importance of financial numbers in analysis
31:35 Key financial parameters to study
33:30 Discussion on ESG (Environmental, Social, and Governance)
36:45 Startups vs. generational companies – where to invest?
39:20 Disparity between business growth and stock price
42:35 Is the current bear run over?
45:05 Conclusion
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