In conversation with Satish Ramanathan of JM Mutual on the current market rally, timing cyclicals and more.

In this 15th episode of the Prime Podcast, Vidya Bala and Bhavana Acharya engage in a dynamic conversation with Satish Ramanathan, CIO of JM Financial fund house. With three decades of market experience, Satish discusses the current bull run, cyclical sectors, and long-term growth prospects. He shares his thoughts on strategic opportunities in sectors like pharma and chemicals, navigating cyclical investments, evolving consumption trends, and JM Financial AMC's equity fund strategies. The discussion also delves into market valuations, offering valuable insights for investors.

Key segments in the podcast discussion:

• Introduction - Meet Satish Ramanathan, CIO of JM Financial fund house.
• Satish Ramanathan's Take on the Present Rally - Satish discusses his perspective on the current market rally.
• Regulatory & Strategic Factors - Exploration of the regulatory and strategic factors influencing the markets.

• Electronics & Import Substitution - Opportunities in electronics and import substitution.
• Timing Cycles - Insights and wisdom on timing market cycles.
• 'Buy & Hold' Cyclicals? - Viability of 'buy-and-hold' strategies for cyclical investments.
• Banking & Finance Cycles - Examination of cycles in the banking and finance sectors.
• Valuations - Evaluation of market valuations and potential concerns.

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