India’s Investment Titans See Opportunity

Featuring Navneet Munot & Saurabh Mukherjea

What does the future hold for India – and where are the most compelling opportunities for investors now? Real Vision’s Alex Rosenberg sits down with two giants of the Indian investment industry to find out. Navneet Munot is CIO of SBI Funds Management, which is a joint venture of the State Bank of India. As such, he oversees more than $30 billion in investments, and runs India’s largest investment team. Saurabh Mukherjea is the CEO of Ambit Capital, which has consistently been rated India’s “most independent” brokerage, and is a prominent strategist and investment writer. In this conversation, the two experts touch on India’s economic future and the state of its markets. Filmed at CFA Society New York on June 7, 2018.

Published on
27 June, 2018
Topic
Asia, Macro, Emerging markets
Duration
36 minutes
Asset class
Bonds/Rates/Credit, Equities
Rating
56

Comments

  • MS

    Milan S.

    17 5 2018 04:17

    0       0

    Longevity is the name of the game. Awesome.

  • SE

    Seif E.

    28 11 2017 13:11

    1       0

    Very informative and world class as usual from Peter L Brandt. I'd really like to know how to calculate the underwater table for different asset classes.

  • JG

    John G.

    28 9 2017 14:26

    0       0

    all about turning negatives into positives which with his strategy of risk management actually turns bad trades into a winning formulae.
    Brilliant.

    City Desk UK

  • AC

    Andreja C.

    21 9 2017 10:57

    1       0

    Very useful thank you Peter! I have a question regarding your running profits guideline. Almost every other guideline is about closing trades. 8.2 Run your profits is surrounded by 8.1 and 8.3 which are about tightening stops. I am wondering how does runnning profits at all fit into your strategy, it seems its serves as a reminder to not be too tight.
    I am really enjoying this series, thank you very much for taking the time and for being ready to share your insights.

  • BL

    Bob L.

    12 9 2017 23:02

    0       0

    Seriously amazing knowledge. Thanks for putting these together. I find his newsletter service just as beneficial. https://www.peterlbrandt.com

  • EB

    Edward B.

    30 7 2017 00:42

    0       0

    Thank you realvision for doing this.

  • LT

    Luis T.

    10 6 2017 19:40

    1       0

    Loved the wealth of experience imparted here. FWIW I would love to here more on the statistics as well.

  • JK

    James K.

    25 5 2017 22:40

    1       0

    James K.
    Your stops: are they mental stops or do you place them physically in the market for all to see? Great work by the way as I am trying to make a living trading and I am in line with you but not so eloquently or in depth of thought!

  • TJ

    Terry J.

    24 5 2017 15:54

    1       0

    Fist class guidelines and advice. An absolute privilgege to listen to the great man.

  • MF

    Michael F.

    22 5 2017 20:03

    8       0

    Outstanding, both in terms of discipline/process and personality. This video is one of THE highlights of RV so far.

  • RM

    R M.

    21 5 2017 18:28

    14       0

    Grant and Raoul: Peter has too much wisdom to let him retire. Please bring him on in some regular capacity to share his knowledge and thinking on markets. Great stuff!

  • VK

    Viresh K.

    20 5 2017 20:59

    1       1

    Wow, those returns and the consistency.

  • BW

    Bevan W.

    20 5 2017 10:16

    0       0

    Who downvoted this video?!

  • JM

    James M.

    19 5 2017 16:15

    2       0

    Cheers Peter, great to get the wisdom of an old pro. Until discovering you I was very skeptical of TA, and your insight into Risk Management would have saved me a lot of money had I discovered your lessons earlier. Better late than never I guess. Your explanation of the time spent in a negative drawdown situation was enlightening and explains so much. Great work Thank You. I may just hold out in this money game.

  • SB

    Siddharth B.

    19 5 2017 08:12

    4       2

    i think I'm going to cry. best video in the world

  • GC

    Grant C.

    18 5 2017 20:28

    2       0

    Brilliant stuff. I was surprised at his excellent record, but it makes sense after seeing these videos and understanding the way he thinks.

  • TL

    T L.

    18 5 2017 19:17

    2       0

    extremely helpful video

  • CT

    Chase T.

    18 5 2017 08:09

    2       0

    Will be without question, watching this series annually. Cannot express how much I appreciate Peter's wisdom...thanks RV!!!

  • MM

    Michael M.

    18 5 2017 05:50

    2       0

    Thank you Peter and RV for passing on this priceless knowledge and wisdom.

  • SP

    Steve P.

    18 5 2017 00:51

    2       0

    Great stuff Peter and RV!!

  • M

    Mark .

    17 5 2017 20:32

    2       0

    Incredibly interesting. Even if you aren’t going to be an outright speculator, that’s pretty useful on how to think about risk management.

  • LA

    Linda A.

    17 5 2017 17:32

    11       0

    I am enjoying the Brandt series immensely! Cutting losses short is so paramount from being eaten alive in the mkts. U could be right in your thinking but price & timing is truth people.

  • PM

    Patrick M.

    17 5 2017 16:46

    17       0

    Congrats to RealVision and Mr. Brandt. This is game changing content that strengthens the brand. I will be re-viewing this series for years to come. What Peter is doing is a gift to subscribers. Many Thanks.

  • jh

    janet h.

    17 5 2017 16:03

    6       0

    this was one of the best.....RISK MANAGEMENT!!! #1

  • DS

    Desmond S.

    17 5 2017 15:06

    4       0

    WOW! I would love to just sit at this masters feet. Since that will probably never happen, this is the next best thing. Thank you for these interviews. Worth every penny of my subscription!

  • gg

    gurdeep g.

    17 5 2017 12:54

    6       0

    Occupational varifiocals will save you neck pain Peter. Great video

  • JS

    John S.

    17 5 2017 11:13

    31       0

    Outstanding. Thank you Peter!

  • MS

    Matt S.

    17 5 2017 11:08

    3       6

    First!