Скачать или смотреть Where India’s Next Big Investing Opportunities Lie | Bazaar & Beyond | mStock Podcast

Join us for one of the most insightful conversations on long-term investing, market cycles and fund management in India. In this episode of Bazaar and Beyond, host Vivek Ananth speaks with Taher Badshah, CIO at Invesco Asset Management India, who brings over 30 years of experience across multiple bull and bear markets.

This episode takes you inside the thinking of a seasoned fund manager. Taher explains how he uses investment frameworks to stay disciplined, how to separate temporary noise from structural trends and how markets tend to behave when investors least expect it.

Key discussions in this episode:
• Why Indian markets have shown remarkable resilience during global shocks
• How investor behaviour has evolved in the past decade
• Understanding growth versus value through Invesco’s seven bucket framework
• How fund managers adapt when sectors suddenly turn, such as IT post pandemic
• Small-cap investing and how to use market dips the right way
• Multi-asset funds and why they can deliver stability with better diversification
• When AUM size becomes a real hurdle for generating alpha
• Under-appreciated sectors that may grow significantly in the coming years
• Why wealth management could become one of the biggest structural opportunities in India
• Common market metrics investors overuse or misinterpret
• How AI may change research processes but not replace judgement
• The importance of conviction, portfolio sizing and avoiding repeated mistakes
• Book and podcast recommendations for serious investors

Whether you are an active investor, a long-term SIP follower or someone trying to understand how professionals think during volatile markets, this episode offers clarity, frameworks and thought starters you can use immediately.

Timestamps:-
00:00 Introduction
01:53 Taher’s 30+ year journey in the AMC industry
05:12 Understanding and responding to investor behaviour
09:50 How fund houses adapt to an evolving industry framework
19:01 Strategies for running a successful AMC business
25:50 Guidance for beginners entering the modern AMC landscape
35:10 How to identify the right mutual fund category
41:05 Does AUM size impact a fund’s ability to generate alpha
44:54 Key sectors to watch for long-term opportunities
50:35 Taher’s take on commonly used market metrics
53:28 How AI may reshape investment management
59:13 Taher’s book recommendations for investors
01:05:26 Summary

To know more:-https://www.mstock.com/mlearn/podcast...

Open FREE m.Stock Demat Account. Download the m.Stock app now - https://mstock.onelink.me/f8hr/ub5uepl7

Level up your market knowledge with m.Stock’s Fundamental & Technical videos. Visit now. - https://www.mstock.com/mlearn/share-m...

Tune in to the newest Bazaar & Beyond Podcast on m.Stock. Click to explore - https://www.mstock.com/mlearn/podcast...

Connect with us:
Facebook -   / mirae.mstock  
LinkedIn –   / mstockbymiraeasset  
Twitter -   / mstock_in  
Instagram -   / mstock_in  

Disclaimer: These are not any recommendations for any sectors, funds or stocks and are meant only for educational purposes.


#BazaarAndBeyond #mStockPodcast #mStock #miraeasset #InvestingInIndia #StockMarketIndia #LongTermInvesting #IndianMarkets #FundManagement #InvescoIndia #TaherBadshah #MarketCycles #SmallCapInvesting #MultiAssetFunds #WealthManagementIndia #InvestmentFrameworks #ValueVsGrowth #IndianEconomy #EquityInvesting #FinancialMarketsIndia #InvestorEducation #AIinInvesting