EP - 7 | Market Outlook: Past Learnings, Present Movements, Future Possibilities / Market Thalaivas

EP - 7 | Market Outlook: Past Learnings, Present Movements, Future Possibilities / Market Thalaivas

In this insightful episode, host Arjun chats with Madanagopal, a seasoned fund manager, to explore a micro-level perspective on the current market outlook. They delve into the key observations and takeaways from their portfolio, highlighting what strategies have worked in recent times. The discussion also covers the broader framework of growth vs. value investing, examining how these approaches have evolved and whether the growth investing style has made a strong comeback. Looking ahead, they offer observations and takeaways for 2025, providing valuable insights for investors on how to navigate the changing market dynamics. Whether you're an experienced investor or just starting out, this episode offers actionable insights and expert opinions that can help shape your investment strategy for the future. Stay tuned for more market wisdom only on Market Thalaivas - Brought to You by Sundaram Alternates Assets. Follow Sundaram Alternates on social media for the latest updates: Twitter - https://x.com/SundaramAlt Linkedin -  / sundaram-alternates   Facebook -  / sundaramalt   Instagram -  / sundaramalternates   Check out the hosts socials: 1. Arjun Nagarajan, Chief Economist - Sundaram Alternates Assets Linkedin -  / arjun-g-nagarajan-122b0ab   Twitter - https://x.com/arjungn80 2. Madanagopal Ramu, Head of Equity - Sundaram Alternates Assets Linkedin -  / madanagopal-ramu-90b9084   Twitter - https://x.com/voyager573 Make sure to never miss the latest episode by following on your favorite podcast streaming platform: Spotify: https://bit.ly/3VywQK8 Apple Podcasts: https://bit.ly/45BQ0DB JioSaavn: https://bit.ly/3VtVSKq Prime Music: https://amzn.to/3xskvzb Wynk: https://bit.ly/3VrWdgI Securities investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements.

EP - 6 | Understanding Equities with Experts Arjun & Madan | Market Thalaivas

In this insightful episode of Market Thalaivas, host Pravin Palande dives deep into the world of equities with Chief Economist #ArjunNagarajan and Head of Equities #MadanagopalRamu. They explore the fundamentals of investing in equities, share strategies for building a solid portfolio, and discuss the latest market trends to watch out for. Stay tuned for more market wisdom only on Market Thalaivas - Brought To You By Sundaram Alternates Assets. Follow Sundaram Alternates on social media for the latest updates: Twitter - https://x.com/SundaramAlt Linkedin -  / sundaram-alternates   Facebook -  / sundaramalt   Instagram -  / sundaramalternates   Check out the hosts socials: 1. Arjun Nagarajan, Chief Economist - Sundaram Alternates Assets Linkedin -  / arjun-g-nagarajan-122b0ab   Twitter - https://x.com/arjungn80 2. Madanagopal Ramu, Head of Equity - Sundaram Alternates Assets Linkedin -  / madanagopal-ramu-90b9084   Twitter - https://x.com/voyager573 Make sure to never miss the latest episode by following on your favorite podcast streaming platform: Spotify: https://bit.ly/3VywQK8 Apple Podcasts: https://bit.ly/45BQ0DB JioSaavn: https://bit.ly/3VtVSKq Prime Music: https://amzn.to/3xskvzb Wynk: https://bit.ly/3VrWdgI Securities investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements.

Ep. 5 | India's Private Credit Boom for the Next Decade | Market Thalaivas

Is private credit in India facing a crisis, or could it be a major opportunity? Join experts from Sundaram Alternates—Arjun Nagarajan, Chief Economist, and Karthik B. Athreya, Director and Head Strategist for Alternative Credit—as they break down the essentials. They discuss why investors should care about private credit, whether competition is lowering lending standards, how to truly measure risk, and if the market is becoming too generic. Tune in for these insights and more! Stay tuned for more market wisdom only on Market Thalaivas - Brought To You By Sundaram Alternates Assets. Follow Sundaram Alternates on social media for the latest updates: X (Formerly Twitter) - https://x.com/SundaramAlt Linkedin -  / sundaram-alternates   Facebook -  / sundaramalt   Instagram -  / sundaramalternates   Join the conversation with the host and the guest! 1. Arjun Nagarajan, Chief Economist - Sundaram Alternates Linkedin -  / arjun-g-nagarajan-122b0ab   X (formerly twitter) - https://x.com/arjungn80 2. Karthik B. Athreya, Director and Head Strategist for Alternative Credit - Sundaram Alternates Linkedin -  / karthik-athreya-4185853   Make sure to never miss the latest episode by following on your favorite podcast streaming platform: Spotify: https://bit.ly/3VywQK8 Apple Podcasts: https://bit.ly/45BQ0DB JioSaavn: https://bit.ly/3VtVSKq Prime Music: https://amzn.to/3xskvzb Wynk: https://bit.ly/3VrWdgI Securities investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements.

Ep. 4 - Budget 2024 vs. Indian Market | The REAL Impact on the Common Man

Join Host and Chief Economist #ArjunNagarajan, along with Head of Equities #MadanagopalRamu, as they discuss the impact of the 2024 budget on the common man, uncover the real growth story of India, and explore the government's next steps. Arjun delves into the changes from the interim to the final budget for Indian consumers and the implications for various sectors. Madan highlights how the Manufacturing, Finance, and Power sectors could become strong pillars of the Indian economy and examines the gap between the government's outcomes and market expectations. Together, they deep dive into how India's Renewable Energy sector could be a game changer both domestically and internationally, and consider how the outcome of the upcoming USA presidential election could affect the Indian market. Don’t miss this insightful episode to understand whether the global crisis could benefit or affect the Indian economy. Invest with Sundaram Alternates and embark on your journey of Alternate Investments - https://www.sundaramalternates.com/ Follow the spokespersons on their socials: Arjun Nagarajan, Chief Economist at Sundaram Alternate Assets: Twitter - https://x.com/arjungn80 Linkedin - https://www.linkedin.com/in/arjun-g-nagarajan-122b0ab/ Madanagopal Ramu, Head of Equities at Sundaram Alternate Assets: Linkedin - https://www.linkedin.com/in/madanagopal-ramu-90b9084/ Follow Sundaram Alternates on social media for the latest updates: Twitter - https://x.com/SundaramAlt Linkedin - https://www.linkedin.com/company/sundaram-alternates/ Facebook - https://www.facebook.com/SundaramAlt Instagram - https://www.instagram.com/sundaramalternates/ YouTube - https://www.youtube.com/channel/UCc5YJ9wKKJFk_1ZuQpSm21A Subscribe now and never miss the latest episode of Market Thalaivas on YouTube [https://www.youtube.com/channel/UCc5YJ9wKKJFk_1ZuQpSm21A], Spotify [https://open.spotify.com/show/7yApt3Lz6ONMv1MlWf08Sc?si=ab111fab24044260], Apple Podcasts [https://podcasts.apple.com/us/podcast/market-thalaivas/id1749580219], Wynk, JioSaavn and Amazon Music.

Ep 3 - Gen Z Money Moves: Spending Big, Investing Bold | Market Thalaivas

In this episode of Market Thalaivas, host Reshmi Chakraborti sits down with Vikaas M Sachdeva, MD of Sundaram Alternate, to dive into the thrilling world of alternate investments. Discover why these unique investment opportunities are capturing the attention of today's young investors.  We explore the evolving Indian investment landscape, shifting consumer behaviors, and global investment trends. Learn how Gen Z is shaking up the market with their active participation and bullish outlook. Plus, we uncover the game-changing impact of GIFT City and recent regulatory changes on Indian investments. Don't miss out on this dynamic and insightful conversation designed to help you master your financial future!