“We do not subscribe to quant strategies. Our mandate is to outperform benchmark,” says Neelesh Surana, CIO of Mirae Asset Management Co. In conversation with Ami Shah, Surana discusses why value will do well only selectively, the impact of macro-economic issues on investment decisions and how ChatGPT will not change the traditional way of fundamental investing.
China is re-opening. How will this impact flows to the Indian markets? What are the big triggers for FIIs to invest in India?Year to date, most markets like China, Taiwan, and South Korea have got significant inflows, whereas in India, the outflow is about USD2 billion. This is purely a churn as relative valuation was higher. We believe that once the dust settles on relative valuation and interest rate stability, India will get significant flows
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