Recorded on 16 Oct 2024 🎙Convo with Rajesh Bhatia, CIO, Investment Trust of India (ITI) hosted by Alvin Fan, CEO, OP Investment Management (OPIM) (00:00) Rajesh Bhatia's Background: CIO of Investment Trust of India (02:38) Investment Strategy: Capturing Upside, Managing Risk (05:05) India’s Economic Outlook: Demographics & Growth (09:19) Capex Opportunities: Infrastructure & Manufacturing (12:29) "Anything But China" Trade: India's Advantage (14:11) Fund Structure: Longs, Shorts, and Risk Management (16:48) Navigating Volatility: Lessons from COVID-19 (18:49) Macro Perspective: Blending Top-Down & Bottom-Up (24:30) Shorting & Disruption: Case Studies in India (28:25) Telecom Case Study: Bharti's Growth Story (40:43) Geopolitical Risks: India’s Neutral Stance (47:00) Foreign Investment & India's Market potential (51:00) Advice for Fund Managers: Keep It Simple (54:53) Recommended Books & Final Thoughts In this episode of Alpha Uncovered, Alvin Fan sits down with Rajesh Bhatia, CIO of the Investment Trust of India, to discuss India's booming market and the strategies behind ITI's Long/Short Equity Fund. With over two decades of investment experience, Rajesh shares his insights on navigating market cycles, the 'Anything But China' trade, and India's rapidly expanding sectors like manufacturing, infrastructure, and tech. He explains how India's demographic advantages and capital expenditure cycle create long-term growth opportunities, while emphasizing a mindful approach to managing risk and seizing opportunities. Rajesh also reflects on lessons from his career, the importance of simplicity, and how to stay ahead in volatile markets. FOR INFORMATIONAL PURPOSES ONLY This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM. All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.
