Alok Singh Interview: Bank of India CIO on Market Cycles, Mid-Cap Valuations & Investment Strategy - Video

In this in-depth interview, Alok Singh, Chief Investment Officer at Bank of India Investment Managers, shares insights into his journey from fixed income to equity management, his investment philosophy, and how he balances different asset classes.
Alok discusses his outlook on the current market cycle, mid- and small-cap valuations, stock selection strategy, and why Bank of India Mutual Funds are outperforming the market.
Learn how deep macroeconomic insights shape his decisions across sectors and funds. Discover his take on the IT sector, industrials, and new-age tech companies and how he navigates volatile markets with a focus on long-term returns.
@BankofIndiaMutualFundOfficial

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00:10 Introduction
00:29 What sparked Alok Singh's interest in financial markets?
03:05 How has Alok Singh's philosophy evolved?
06:06 What's been Alok Singh's core approach in managing equity portfolios?
08:03 How does Alok Singh navigate through different strategies?
10:50 What is the universe of the total stocks at the Bank of India mutual fund? How do you select the stocks within the portfolio, how do you look at the sectors, and how do you rotate the sectors?
14:25 How does Alok Singh's expertise in the debt market Influence
equity decisions?
19:43 Does Alok Singh believe that recent market rallies have led to
overvaluation?
27:50 What do you think are the key factors behind the strong performance of your equity funds, like the Bank of India flexi cap and the multi-cap ILS
31:30 Given the recent strong performance of some of your funds, is there a strategy at your AMC to leverage this success and attract more investors?
35:50 How does Alok Singh align the performance with sales &
marketing efforts?
37:16 Why Bank of India Funds are overweight on materials & energy and underweight in IT?
39:44 What's Alok Singh's take on new-age tech companies and their role in your portfolios?
43:34 Closing

Don’t miss this insightful conversation!

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https://www.youtube.com/channel/UCcYn9RpMAuYtO_uzGgtZJUQ

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