Kotak Mahindra Asset Mgmt's Kurian on Markets

The video discusses the underperformance of the Indian market in a global context, highlighting the role of the Reserve Bank of India in managing inflation and policy rates. It emphasizes the importance of stock picking, particularly in domestic sectors like financials and industrials, while being cautious with global cyclicals. The video also addresses challenges in the airlines sector and outlines an investment strategy focused on growth at a reasonable price. Global macro uncertainties are identified as a significant risk to the Indian market.

What are the key sectors that are expected to perform better in the Indian market?

How should investors approach the airline sector according to the discussion?

What risks are associated with the Indian market this year?