India Equity Market Outlook - September 2024 | Sumit Jain, Deputy CIO, ASK Investment Managers

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  • Опубліковано 15 вер 2024
  • In the latest Equity Market Outlook, Sumit Jain, Deputy Chief Investment Officer at ASK Investment Managers, delves into Q1 FY25 results. He also highlights trends like the convergence of performance across market caps. Watch the detailed Market Outlook for the month of September 2024.
    The ASK Lighthouse Portfolio strategically allocates investments to key themes or sectors amidst structural shifts, facilitating concentrated exposure. Know more about the ASK Lighthouse Portfolio here: bit.ly/3VGMQeP
    Invest in India’s largest domestic discretionary PMS* which focuses on visionary entrepreneurs and high-growth potential businesses: bit.ly/ASKIEP
    *As of June 2024, as per SEBI data
    Timecodes:
    00:00 - Intro
    00:13 - August Performance
    01:13 - Q1 FY25 Trends
    02:04 - Growth Areas for Medium Term
    03:02 - Consumer Discretionary
    03:54 - IT Sector
    04:21 - Pharma Sector
    04:48 - Market Trends
    05:53 - India Inc
    06:14 - Risk Disclaimer

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