PMS Bazaar Podcast
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PMS Bazaar Podcast
How PMS Investment Approaches of Sundaram Alternates performed in Q1 of FY23-24 - Mr. Madanagopal Ramu.
Hear out Mr. Madanagopal Ramu, Head – Equities & Fund Manager of Sundaram Alternates, delivering the Quarterly Update of the three PMS Investment Approaches offered by Sundaram Alternates for the First Quarter of FY 23-24.
In this episode, Mr. Madanagopal Ramu first explained in detail the sectors & stocks they invest in and how they contributed to the performance of their PMS Portfolios. He also explained their four major themes, and how they are positioned for a long-term perspective.
Mr. Madanagopal then explained their investment principles, exit strategy, and Sundaram's Sectoral Outlook. Toward the end, he explained his outlook on the Global Economy, the Indian Economy, and the performance of the market in the upcoming quarters of FY23-24.
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𝐃𝐨 𝐟𝐨𝐥𝐥𝐨𝐰 𝐮𝐬 𝐨𝐧 𝐨𝐮𝐫 𝐬𝐨𝐜𝐢𝐚𝐥 𝐦𝐞𝐝𝐢𝐚 𝐩𝐚𝐠𝐞𝐬:
𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 | 𝐓𝐰𝐢𝐭𝐭𝐞𝐫 | 𝐅𝐚𝐜𝐞𝐛𝐨𝐨𝐤 | 𝐈𝐧𝐬𝐭𝐚𝐠𝐫𝐚𝐦