India Equity Market Outlook – September 2024 | Sumit Jain, Deputy CIO, ASK Investment Managers

In the latest Equity Market Outlook, Sumit Jain, Deputy Chief Investment Officer at ASK Investment Managers, delves into Q1 FY25 results. He also highlights trends like the convergence of performance across market caps. Watch the detailed Market Outlook for the month of September 2024.

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The ASK Lighthouse Portfolio strategically allocates investments to key themes or sectors amidst structural shifts, facilitating concentrated exposure. Know more about the ASK Lighthouse Portfolio here:

Invest in India’s largest domestic discretionary PMS* which focuses on visionary entrepreneurs and high-growth potential businesses:

*As of June 2024, as per SEBI data

Timecodes:

00:00 – Intro
00:13 – August Performance
01:13 – Q1 FY25 Trends
02:04 – Growth Areas for Medium Term
03:02 – Consumer Discretionary
03:54 – IT Sector
04:21 – Pharma Sector
04:48 – Market Trends
05:53 – India Inc
06:14 – Risk Disclaimer