Why PPFAS Is Sitting on 19% Cash! Rajeev Thakkar Reveals Bold Market Moves | Sonia Shenoy Podcast

On this episode of The Money Mindset we sat down with Rajeev Thakkar, CIO of PPFAS Mutual Fund PPFAS has been sitting on 19% cash in portfolio currently. Rajeev is still not deploying heavily but continuously looking for opportunities in this market to deploy They are buying into private sector banks and IT companies. We spoke about the rationale behind such a high cash position, why they are topping up on private sector banks and how to wade through the volatile market environment. #finance #podcast #investment 0:00 Intro 0:50 Market Strategy 2:04 Portfolio Management 7:58 Approaching markets 11:44 Global Investors & India 17:09 Fund Managers in India 19:00 Tech space and AI 23:10 Will IT stocks outperform the market? 25:35 Thesis on Private banks 29:59 IGL 34:46 Successful Investing tips 37:58 Advice for investors 42:04 Buy & Hold theory 48:39 19% cash in portfolio 51:04 Tips for youngsters