Market ki Baat with Aashish Somaiyaa | This sector can make a comeback

Market ki Baat with Aashish Somaiyaa | This sector can make a comeback

Join us for an insightful YouTube conversation with Aashish Somaiyaa, the CEO at White Oak Capital. In this video, we explore various topics related to the market, investing, and fund management. Aashish shares his market view for 2023 and discusses the concept of sector rotation and how to utilise it effectively. We delve into the Indian stock market's reaction to international events and whether Indian stocks can outperform global equity in the long run. Aashish provides insights into bullish sectors and considerations regarding values factored into stock prices. We also explore the reasons behind the decline of midcap IT stocks and the discussion concludes with considerations about high PE ratios in mutual funds. Don't miss this engaging conversation packed with valuable insights, concluding with key learnings for viewers.

0:00 - Introduction
0:21 - About Aashish Somaiyaa
1:50 - Market view of 2023
5:05 - What is sector rotation? How to use it?
8:12 - Is the Indian stock market reacting to international events?
10:18 - Can Indian stocks beat global equity in long run?
12:10 - Should we sell off international funds from our investment portfolio?
13:44 - Is there any World index fund?
14:34 - Impact of FII selling off
18:03 - Are active fund managers able to create alpha for their portfolio?
25:42 - Sectors to be bullish in
29:38 - Are values already factored in the stock or are there more chances for growth?
30:28 - Why have midcap IT stocks fallen so much?
32:50 - HDFC launched AIF mutual fund - Good or Bad
35:40 - High PE of Mutual funds - Invest or be cautious?
38:16 - Conclusion
38:40 - Key learnings

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