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The AI Boom Is Changing Global Markets. Is India Losing Out? | Nikhil Ranka, CIO X Sanjay Saraf Sir

What does it really take to identify winning stocks and navigate the ever-changing world of equity investing? πŸ“ˆπŸ€” In this exclusive conversation, Sanjay Saraf Sir, Founder & Lead Instructor, SSEI, sits down with Mr. Nikhil Ranka, CIO – Equity Alternatives, Nuvama Asset Management, to explore how professional fund managers think, invest, and navigate market uncertainties. From stock selection and market valuations to global capital flows and investment strategies, here's what this conversation covers: How fund managers identify high-growth businesses and make investment decisions What really drives stock valuations, earnings growth, and P/E re-rating Why foreign investors are pulling money out of Indian markets How the global AI boom is impacting Indian equities and investment flows What sectors like IT, pharma, defence, and solar reveal about investment opportunities and risks How professional fund managers approach market corrections, portfolio positioning, and long-term wealth creation Whether you're a finance student, aspiring equity research analyst, investment professional, or stock market enthusiast, this conversation offers valuable insights into how experienced investors analyse businesses and make decisions beyond market headlines. πŸš€ Are Indian markets gearing up for their next big opportunity, or is there more uncertainty ahead? πŸ“ž For queries or admissions, connect with our counsellors: #indianstockmarket #aibubble #globalmarkets #globalinvestments #equityinvesting #sanjaysaraf #nikhilranka #globalinvestor #indiaai