Where Should Investors Invest Now? | Krishna Sanghavi

Where Will the Money Be Made in the Stock Market Now? | Krishna Sanghavi, CIO, Mahindra Manulife Mutual Fund Where are the biggest investment opportunities in the Indian stock market today? Should investors focus on large-cap stocks, mid-caps or small-caps? How should they evaluate valuations and identify quality businesses in a changing market environment? In this episode, I speak with Mr. Krishna Sanghavi, Chief Investment Officer (CIO) at Mahindra Manulife Mutual Fund, about his investment philosophy, market outlook and approach to stock selection. In this conversation, we discuss: Indian equity markets: Valuations versus earnings growth Large-cap vs Mid-cap vs Small-cap stocks: Where are the opportunities? How to identify good stocks using the GCMV framework: Growth, Cash Flow, Management and Valuation Are mid-cap and small-cap stocks overvalued? How to identify attractive investment opportunities in expensive markets When should investors sell a stock? Key investment themes: Manufacturing, capital expenditure, financials and consumption High-conviction investing vs diversification How to distinguish a temporary market correction from a deterioration in business fundamentals Common investing mistakes and lessons for long-term investors Whether you are a new investor or an experienced market participant, this conversation offers insights into how professional fund managers evaluate businesses, assess risks and approach equity investing. Watch till the end for valuable perspectives on investment discipline, stock selection and long-term wealth creation. If you find this conversation useful, please LIKE, SHARE and SUBSCRIBE to the channel for more conversations with leading investment professionals and experts. Disclaimer: This video is intended solely for educational and informational purposes and should not be construed as investment advice, a recommendation, or an offer to buy or sell any securities or mutual fund schemes. Mutual fund investments are subject to market risks, read all scheme-related documents carefully. Past performance may or may not be sustained in the future and is not indicative of future returns. Investors should consult their financial adviser and consider their investment objectives, risk appetite and investment horizon before making investment decisions. #EquityInvesting #LargeCap #MidCap #SmallCap #StockMarketOutlook