Description
The past two years have been challenging for investors. With the stock market moving largely sideways, market leadership narrowing, and uncertainty remaining high, many are rethinking their investment strategy and looking for new opportunities to grow wealth.
In this episode, Manish Gunwani, CIO – Equities at Bandhan Mutual Fund, shares his perspective on navigating today's market environment, where opportunities and risks exist side by side. He discusses his current investment strategy, key market trends, and the principles guiding his approach to long-term investing.
The conversation explores why some of the most attractive stock market investment opportunities may be found in companies that have been overlooked by investors, how contra investing differs from traditional value investing, and why patience remains a critical edge for successful wealth creation.
Manish also shares insights on the growing impact of artificial intelligence (AI) on investing, the geopolitical shifts influencing global markets, the long-term implications of the US-China rivalry, and how rapid technological and economic change could reshape investment opportunities over the next decade.
Whether you're looking to refine your investment strategy, navigate market volatility, build a strong investment portfolio, identify undervalued stocks, or stay invested during uncertain times, this conversation offers practical insights and a thoughtful framework for achieving your long-term financial goals.
Time Codes
00:00 Introduction
00:40 Market Opportunities & Risks in 2025
01:04 Finding Value in Underperforming Stocks
02:29 AI's Impact on Investing and Jobs
04:53 Geopolitics and Market Outlook
07:16 Advice for Retail Investors
07:55 Large Cap vs Mid Cap vs Small Cap
08:02 Why Manish Gunwani Likes Small Caps
11:00 Sectors to Avoid and Sectors to Watch
12:29 What is Contra Investing?
13:40 Contra Investing vs Value Investing
15:17 How Bandhan Contra Fund Stands Out
16:39 Ideal Investor for a Contra Strategy
17:20 Final Takeaway on Contra Investing
17:57 Closing Remarks
18:11 Disclaimer
Mirae Asset Sharekhan is a full-service wealth management firm serving over 32 lakh clients. Backed by a Research Centre covering 200+ stocks across 20+ sectors driven by experts, Mirae Asset Sharekhan offers a comprehensive range of financial solutions including Mutual Funds, Stocks, IPOs, ETFs, PMS, AIF, F&O, Commodity, Bonds, and Insurance.
We help you track of crucial market developments, all our research offerings are now available in one website, the Mirae Asset Sharekhan Research Centre - https://research.sharekhan.com/research-calls
Moderation Disclaimer:
We do not endorse crypto tips, mentors, or third‑party investment claims.
Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India. It is now part of the global Mirae Asset Financial Group, a conglomerate with Client AUM of USD 734.2 Bn.
With a client base of over 31 lakhs, 120+ branches, and 4400+ business partners, Mirae Asset Sharekhan’s full-service model that offers research, experienced relationship managers, a wide branch network, and education has been guiding wealth creation since 1995.
Mirae Asset Sharekhan is renowned for its comprehensive range of financial solutions including Mutual Funds, Stocks, IPOs, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Exchange Traded Funds (ETFs), Corporate Deposits, Futures & Options, Commodity, Bonds and Insurance.
On average, Mirae Asset Sharekhan executes more than 11.9 lakh trades daily.
Know more about Mirae Asset Sharekhan on our website: bit.ly/2Ovfq2E (*T&C apply)
🌐 Follow Us on social media
📘 Facebook – https://www.facebook.com/miraeassetsharekhan
▶️ YouTube – https://www.youtube.com/@MiraeAssetSharekhan
💼 LinkedIn – https://www.linkedin.com/company/miraeassetsharekhan
🐦 Twitter (X) – https://x.com/Sharekhan
📸 Instagram – https://www.instagram.com/miraeassetsharekhan
📊 StockTwits – https://stocktwits.com/MiraeAssetSharekhan
📢 Telegram – https://t.me/OfficialMiraeAssetSharekhan
📲 Download Our App
📱 Play Store – https://bit.ly/SharekhanAppOnPStore
🍏 App Store – https://bit.ly/SharekhanAppOnAStore
Disclaimer: https://rb.gy/jqplkw
#stockmarket #investing #marketoutlook #valueinvesting #mutualfunds #ai #geopolitics #indianmarkets #wealthcreation