Making sense of the markets that don't make sense with Anand Radhakrishnan

Zerodha Educate

07-10-2020 • 57 mins

To say this year has been a roller-coaster ride for the markets would be an understatement. A lot of new investors saw their first serious market crash since 2008, although it didn't last as long, it was brutal nonetheless. But what was surprising was the dramatic recovery even as all the economic data was dismal. We wanted to make sense of the disconnect between the real economy and the stock market and also how investors should look at investing going forward. So Prateek caught up with Anand Radhakrishnan, the Chief Investment Officer of Equity at Franklin Templeton India. In this absolutely brilliant and wide-ranging conversation, Anand talks about:

  1. The opposite journeys of the economy and the markets
  2. The major economic concerns, both Indian and global
  3. Thought on the return of inflation globally
  4. How should investors think about this current market phase
  5. Why are the markets going up when the economic data is grim
  6. Thoughts on the current market phase and the factors that would determine the market direction ahead
  7. Current market valuations and concerns on potential overvaluation concerns
  8. Sector leadership going forward
  9. Thoughts on gold
  10. How Anand invests personally
  11. Some investing lessons he's picked up over his career

Hope you folks enjoy this conversation with Anand.

Prateek Singh is the founder of LearnApp, an online learning platform with courses on investing, personal finance, trading and more, do check it out.

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