Great Time to Buy Indian Markets | Sonia Shenoy Podcast

On this episode of The Money Mindset we spoke to Ramesh Mantri , CIO equities at WhiteOak Capital. Ramesh is very bullish on India right now. He says within his funds, the allocation to equities is now at highest level since the last 3 years. His view is that a lot of lead indicators in India are improving leading to Earnings recovery and eventually all Bull markets rest on the backbone of earnings recovery. He says this is the best time to buy. Ramesh manages some of white oaks best performing funds in recent past. White oak Midcap fund has given 22% returns in past 3 years while flexicap fund is up 15% in last 3 years . 🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest investing minds! Follow Sonia Shenoy on Social Media: 📷 Instagram: / _soniashenoy 📱 Twitter: / _soniashenoy DISCLAIMER! The views expressed here are personal and do not constitute a buy, sell or hold recommendation. The information provided by the guest and the host is for informational purposes only, general in nature and is not intended as specific advice for any individual or situation. It should not be considered as an investment advice. Investors should consult with their financial advisors before making any investment decisions. Mutual fund investments are subject to market risks, read all scheme-related documents carefully. Timestamps: 0:00 - Intro 0:43 - Meet Ramesh Mantri, CIO Equities at White Oak Capital 1:24 - How the Flexi Cap and Midcap funds beat the market 2:16 - The "red traffic light" analogy: why the market ignored green signals 3:49 - Why small caps move first in a recovery 5:07 - "India has no story": answering the FII narrative 6:30 - Expectation vs evidence: what actually changed in 6 months 7:39 - Are midcap and small cap valuations now stretched? 10:27 - AI, jobs and what to teach your kids 12:57 - IT services: the AI deflation problem for large caps 16:21 - The pharma opportunity: CDMO, formulations and GLP drugs 17:43 - Healthcare as the next consumption story 19:53 - How Indian investors should get global exposure 24:16 - Crude oil, earnings pressure and the EV boom 26:11 - The 3 lead indicators he watches on the economy 27:23 - Why foreign investors still haven't come back 29:26 - Asset allocation for the next 1-2 years 31:33 - Why banks and financials look attractive now 32:47 - Groww, Paytm, Zomato: betting on daily-habit platforms 36:43 - The one big theme: is the great Indian growth story back? Think you belong on The Money Mindset Show ? Fill out this form and we will get in touch 👇 https://docs.google.com/forms/d/e/1FA...