UTI International CEO on India Markets, Economy

The video discusses market trends in 2022, highlighting the shift from growth to value stocks and the impact of high commodity prices due to the Ukraine invasion. It explores the diversion of investments from China to India, noting a net negative flow from foreign investors in Indian public markets. Regulatory changes by Sebi regarding buybacks are examined, aiming for a transparent market. The Indian debt market's potential is discussed, with a focus on insolvency reforms and domestic demand for bonds. Finally, investment strategies are analyzed, emphasizing businesses with strong pricing power and the resilience of IT companies during global crises.

What was a significant trend in the stock market in 2022?

• A focus on high-quality stocks

• A shift from growth to value stocks

• A decline in commodity prices

• A shift from value to growth stocks

What has been the trend for foreign investments in Indian public markets in 2022?

• A net positive flow from foreign investors

• A net negative flow from foreign investors

• Stable foreign investment levels

• A significant increase in foreign investments

Why is SEBI phasing out buybacks by 2025?

• To reduce market volatility

• To increase stock prices

• To prevent misuse and create a level playing field

• To encourage more buybacks

What is a significant portion of Indian pension fund holdings?

• Corporate bonds

• Foreign equities

• Real estate

• Government bonds

What is the expected trend for IT services companies after global crises?

• They will continue to decline

• They will recover strongly

• They will remain stable

• They will shift focus to domestic clients

What is the primary reason for India's reluctance to include its bonds in global indices?

• Low bond yields

• Regulatory challenges

• High domestic demand for bonds

• Lack of international interest

What characterizes the businesses that are expected to perform well over a full business cycle?

• Strong pricing power and high cash flow generation

• Dependence on market timing

• Focus on short-term gains

• High volatility and low returns