A Chartered Accountant and CFA charter holder, recounts his journey in financial services, from ICICI to his current role as CIO – Fixed Income at Mirae Asset Investment Managers. He emphasizes his investment philosophy of simplicity, focusing on macro fundamentals, robust risk management, and portfolio flexibility.
ETMarkets Smart Talk: From AI to Renewables – Growth stocks theme to watch in 2025: Subhash Chand Aggarwal
This strength is underpinned by robust domestic demand, a sustained capex cycle, and relatively limited exposure to global shocks compared to developed markets.