PGIM India Insights by PGIM India Asset Management
Episodes
19: Ep 019 - Choosing the right duration cycle for current market cycles
03 Dec 2025
Contributed by Lukas
In an economy where central bank actions shape the cost of capital, understanding the fixed income space is more crucial than ever. In this episode...
18: Ep 018 - Case for Growth Investing in India
05 Sep 2025
Contributed by Lukas
India is a high-growth economy, offering numerous investment opportunities in companies that are expanding their businesses at a rapid pace. As T. Row...
17: Ep 017 - Smart Moves For Your Fixed Income Portfolio
25 Feb 2025
Contributed by Lukas
From a series of rate hikes in 2022-2023, global central banks have now started cutting interest rates. India’s central bank RBI has cut rates for t...
16: Ep 016 - Investment Opportunities in India's Thriving Insurance Sector
25 Oct 2024
Contributed by Lukas
As per the Insurance Regulatory and Development Authority of India (IRDAI), India will be the sixth-largest insurance market within a decade, leapfrog...
15: Ep 015 - Why Increase Allocation to Fixed Income Now.
20 Aug 2024
Contributed by Lukas
In this podcast, Ankit Jain and Puneet Pal, Head – Fixed Income, PGIM India Asset Management, discuss the interest rate trajectory in India, how inv...
14: Ep 014 - Opportunities in the Mid and Small Cap Space
03 Jul 2024
Contributed by Lukas
Mid and small cap stocks have outperformed the broader index in the last one year as of July 2, 2024. As investors, you would be tempted to chase mid ...
13: Ep 013 - Opportunities in the Indian Healthcare Sector
02 May 2024
Contributed by Lukas
India’s healthcare sector consists of hospitals, medical devices, clinical trials, outsourcing, telemedicine, medical tourism, health insurance, and...
12: Ep 012 - Fixed Income Investing at This Juncture
04 Apr 2024
Contributed by Lukas
The global monetary tightening cycle has ended. The developed market central banks are sounding dovish even as growth holds up leading to a scenario o...
11: Ep 011 - The Rise of India
01 Mar 2024
Contributed by Lukas
As per a recent study by Goldman Sachs, India’s per capita GDP for FY 2024 is around Rs 3 lakh and by 2027 around 10 crore population are expected t...
10: Ep 010 - Why focus on large & mid caps in 2024
31 Jan 2024
Contributed by Lukas
As per the calendar-year returns from CY2010 till CY2023, 10 out of 14 times, Growth style has outperformed value in the last 14 years globally. Value...
9: Ep 009 - Emerging Themes To Watch Out For
04 Jan 2024
Contributed by Lukas
India has leapfrogged from being among the fragile five in 2014 to emerge as the most resilient economy which is predicted to become the third largest...
8: Ep 008 - Growth and Quality is a great opportunity for long term investors
30 Nov 2023
Contributed by Lukas
In this episode, Ankit Jain and Vinay Paharia (CIO-PGIM India Mutual Fund) discuss what has worked in investing in the last two decades in India and w...
7: Ep 007 - PGIM India Alternatives will provide high conviction themes to capture structural growth
19 Oct 2023
Contributed by Lukas
In this podcast episode, Abhishek Tiwari, Chief Business Officer, PGIM India Asset Management, talks about the company’s new initiative in the alter...
6: Ep 006 - Driving Innovation! The Engine Behind India’s Thriving Automobile Sector.
07 Sep 2023
Contributed by Lukas
In this podcast, Surjitt Singh Arora, Portfolio Manager and Principal Officer, PGIM India Portfolio Management Services, talks about the emerging oppo...
5: Ep 005 - The road ahead for fixed income investors
09 Aug 2023
Contributed by Lukas
In this episode, Puneet Pal, Head - Fixed Income, PGIM India Mutual Fund, explains PGIM India MF’s fixed income investment process and philosophy, t...
4: Ep 004 - How to diversify your portfolio in international stocks
03 Aug 2023
Contributed by Lukas
In this episode, Abhishek Tiwari, Chief Business Officer, PGIM India Mutual Fund, shares his perspective on why international diversification is neces...
3: Ep 003 - A unique fair value approach to identify good companies
26 Jun 2023
Contributed by Lukas
Quality and growth combined are a potent combination for generating value – for insights like these, listen to Vinay Paharia, CIO, PGIM India Mutual...
2: Ep 002 - How We Select Winning Companies with GARP Strategy.
02 Jun 2023
Contributed by Lukas
In this episode listen to the the time-tested investing strategy - Growth at Reasonable Price (GARP) strategy and how Surjitt Singh Arora, Portfolio M...
1: Ep 001 - Navigating your debt investments.
09 May 2023
Contributed by Lukas
The year 2023 is set to be a turning point in the rate hike cycle being pursued by central banks across the globe. In India, RBI is expected to go for...