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.

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2. Madanagopal Ramu, Head of Equity - Sundaram Alternates Assets

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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.

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:

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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.

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.

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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:

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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.