In this interaction with ET Now, Surjitt Arora, Portfolio Manager - PMS, PGIM India AMC, shares that FII investments in emerging markets is on the rise. With the dollar index softening and capital moving away from US markets, emerging markets like India stand to benefit. This makes it an opportune time to focus on strong domestic themes while staying selectively aligned with global oriented sectors.

In an exclusive interview with NDTV Profit, Vinay Paharia, CIO at PGIM India Mutual Fund, discusses how to navigate the recent market noise and macroeconomic developments. He emphasizes the importance of making informed decisions, rather than reacting impulsively to short-term market movements which may have sub-optimal results. Paharia stresses the need to focus on evidence-backed investments and a forward-looking approach and not solely relying on historical returns.

Aniruddha Naha, CIO at PGIM India AMC, views March 2025 as positive for Indian equities, with strong fundamentals driving growth. He cautions that midcap valuations appear expensive due to limited stock options, while large-cap valuations remain reasonable. Small-cap segments offer pockets of value despite overall high valuations.

Oct Mutual Fund Data | Equity Funds attract record monthly inflows in October. Both large cap & midcap funds also see record flows. Vinnii Motiwala discusses the MF data with Abhishek Tiwari of at PGIM India Mutual Fund & Manish Mehta of Kotak Mah Asset Mgmt.

Vinay Paharia, CIO, PGIM India Mutual Fund reveals why this is the right time to invest in multi cap funds and how PGIM India's new Multi Cap Fund can enable investors to take part in opportunities across the market spectrum. Watch the interview with NDTV Profit now!

Is it a good time to bottom fish in IT and banking stocks? Watch Surjitt Singh Arora’s conversation with ET Now on how he is navigating the current market and the sectors he is overweight and underweight.

"Returns are an outcome of earnings and PE expansion. The PE expansion, to a large extent, has happened due to liquidity. The liquidity flows might help continue the momentum in markets. It is important to track earnings and leave the PE expansion part to market. If one is looking to build a long term portfolio, consumer staples and discretionary are the space they could look at as they offer relative valuation comfort,” says Aniruddha Naha, CIO - Alternatives, PGIM India Asset Management.

Ajit Menon, CEO, PGIM India Mutual Fund, chats with Rajeev Ranjan Jha, Editor, Nivesh Manthan, on how to use PGIM India’s 50 Gigs Compendium and more.

Vinay Paharia shares his market outlook for 2025, expecting a negative impact on near-term earnings due to economic uncertainties and global challenges. He suggests that sectors sensitive to interest rates and inflation, like financials and real estate, could face headwinds. Paharia advises investors to remain cautious and selective in their investments.