Post Budget Conversation with Mr. Gopal Agrawal
Автор: HDFC Mutual Fund
Загружено: 2026-02-06
Просмотров: 21509
Описание:
What does the Union Budget 2026 mean for markets and investors?
Mr. Gopal Agrawal, Senior Fund Manager - Equity, HDFC AMC, breaks down the key takeaways and shares his outlook on the economy and markets.
He also reflects on the 32 year journey of HDFC Balanced Advantage Fund, discusses fund strategy, and more.
00:00 Sneak Peek
00:57 Introduction
04:06 Initial Thoughts on the Union Budget 2026
07:21 Government’s Approach to Capex
10:29 GDP Outlook
12:20 Views on Gross Borrowing
16:02 Commodities Outlook: Gold, Silver & Copper
22:07 Oil Prices and Their Impact
24:17 Sectors Offering Investment Opportunities
28:34 Earnings Growth Outlook
34:42 32 Years of the HDFC Balanced Advantage Fund
38:13 HDFC Large and Mid Cap Fund
39:58 HDFC Dividend Yield Fund
41:07 Investment Risks and Expectations
44:46 Key Message for Investors
49:00 Audience Q&A
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