Making sense of the markets that don't make sense with Anand Radhakrishnan

To say this year has been a roller-coaster ride for the markets would be an understatement. A lot of new investors saw their first serious market crash since 2008, although it didn't last as long, it was brutal nonetheless. But what was surprising was the dramatic recovery even as all the economic data was dismal. We wanted to make sense of the disconnect between the real economy and the stock market and also how investors should look at investing going forward. So Prateek caught up with Anand Radhakrishnan, the Chief Investment Officer of Equity at Franklin Templeton India. In this absolutely brilliant and wide-ranging conversation, Anand talks about:  The opposite journeys of the economy and the markets The major economic concerns, both Indian and global Thought on the return of inflation globally How should investors think about this current market phase Why are the markets going up when the economic data is grim Thoughts on the current market phase and the factors that would determine the market direction ahead Current market valuations and concerns on potential overvaluation concerns Sector leadership going forward Thoughts on gold How Anand invests personally Some investing lessons he's picked up over his career Hope you folks enjoy this conversation with Anand. Prateek Singh is the founder of LearnApp, an online learning platform with courses on investing, personal finance, trading and more, do check it out.  The information contained in this communication is not a complete representation of every material fact and is for informational purposes only. Statements/ opinions/recommendations in this communication which contain words or phrases such as “will”, “expect”, “could”, “believe” and similar expressions or variations of such expressions are “forward – looking statements”. Actual results may differ materially from those suggested by the forward-looking statements due to risk or uncertainties associated with our expectations with respect to, but not limited to, exposure to market risk, general economic and political conditions in India and other countries globally, which have an impact on the service and / or investments. There may have been changes in matters which affect the security subsequent to the date of this communication. Stocks / Sectors / Securities mentioned may or may not form part of fund’s portfolio and do not constitute investment advice or recommendation to trade in stock/ sector/ security in any manner whatsoever. The AMC, Trustee, their associates, officers or employees or holding companies do not assure or guarantee any return of principle or assurance of income on investments in these schemes. Please read the Scheme Information Document carefully in its entirety prior to making an investment decision and visit our website http://www.franklintempletonindia.com for further details. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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