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In conversation with Niket Shah, Fund Manager, Motilal Oswal Midcap Fund



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A conversation between Mr Sunil Jhaveri, Founder MisterBond and Niket Shah, Fund Manager, Motilal Oswal Midcap Fund

We discuss
- Dollar Index
- US Inflation
- Recession fears
- Declining EPS of S&P 500
- India’s Valuations v/s other MSCI EM Index
- Impact of Lower Valuations and Increased Earnings
- Historically relevance of Mid Caps outperforming Large and Small Caps
- Portfolio Construct v/s Benchmark NIFTY LM 250
- Mid Cap allocation in Different Sectors
- Relevance of Portfolio size
- Portfolio Outlook - ROE, PEG
- Active Management
- Performance vs Benchmark vs Peers

For details visit https://www.misterbond.in/

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Category
Management
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