Join Saurabh Pant, Fund Manager at SBI Mutual Fund, as he shares his expert views on navigating Indian equity markets, from the recent volatility to growth recovery opportunities. In this insightful interview, Saurabh discusses how earnings, sentiment, and valuations shape market outlooks and investment strategies. He dives into his stock selection process, asset allocation strategies, and insights into specific sectors like pharmaceuticals, metals, and consumers.
Learn how the current economic landscape, global risks, and fiscal policy can impact the Indian equity market over the next few years. @sbimutualfund

Timestamps:
00:00 - Intro
00:16 - Rapid Fire with Saurabh Pant
01:31 - How does Saurabh Pant view the recent market correction?
05:19 - How does Saurabh Pant evaluate investing amid global economic uncertainties?
07:10 - What will drive India’s equity market recovery?
10:55 - What is Saurabh Pant’s investment strategy and stock selection approach?
14:56 - What changes did Saurabh Pant make to the SBI Bluechip Fund?
18:20 - What factors have contributed to the recent outperformance of the SBI Large & Midcap Fund?
22:00 - How has the fund managed to protect downside risk in recent market conditions?
23:48 - Is it becoming harder to outperform passive indices in large caps?
26:04 - Are mid and small caps overvalued, or are there still opportunities?
27:36 - How does Saurabh Pant approach sector allocation in today’s market?
30:06 - How does Saurabh Pant approach stock selection?
32:00- What role does momentum play in Saurabh Pant's portfolio?
33:29 - Which sectors or themes is Saurabh Pant currently bullish or bearish on?
36:21 - What structural changes or trends could shape Indian markets over the next 3–5 years?

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Thanks for Watching - Saurabh Pant