Podcasts · Paisa Vaisa with Anupam Gupta
India’s Growth Story Is Intact But the Market Leaders Are Changing | Jitendra Gohil | Paisa Vaisa
· 49 min · S1 E581
Episode India’s Growth Story Is Intact But the Market Leaders Are Changing | Jitendra Gohil | Paisa Vaisa
How will US debt, AI valuations, geopolitics and global power shifts shape India's stock market over the next few years?
In this episode of Paisa Vaisa, Anupam Gupta speaks with Jitendra Gohil, CIO – Listed Equities at Bajaj Alts, to understand why politics not just earnings and valuations is becoming one of the biggest drivers of financial markets.
The conversation explores the changing economic landscape across the United States, India, Japan and Korea, the risks posed by rising US debt, AI-led market concentration, bond yields, the US dollar, gold and global capital flows. Jitendra explains why India could still remain one of the world's strongest long-term growth stories while highlighting the sectors that may benefit the most from the country's journey from a $4 trillion to a $10 trillion economy.
They also discuss:
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US debt and AI bubble risks
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India's long-term market outlook
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EMS (Electronics Manufacturing Services), shipbuilding and defence
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Active funds vs ETFs
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Gold allocation and portfolio diversification
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Nifty return expectations
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Mid-cap and small-cap opportunities
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What retail investors and HNIs should be doing over the next few years
Whether you're an investor, mutual fund enthusiast, market follower or someone trying to understand the future of global investing, this episode offers a framework that connects politics, economics and markets. From decoding your personal finances to demystifying business models, Paisa Vaisa delivers candid, insightful, and jargon-free conversations. Listen on Spotify, Apple Podcasts, Amazon Music, JioSaavn, Gaana & more Watch full episodes right here on YouTube Explore more at ivmpodcasts.com Connect with Anupam Gupta: Twitter: @b50 Instagram: @b_50 LinkedIn: Anupam Gupta Follow IVM Podcasts We’re @ivmpodcasts on Facebook, Twitter & Instagram
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