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ETMarkets AIF Talk: Fund manager with Rs 225-cr AUM identifies 4 investment trends for next 5-10 years
Aniruddha Naha, CIO at PGIM India AMC, shares investment philosophy emphasizing good businesses with strong cash flows and balance sheets. Strategies include trend identification and valuation-based stock selections, anticipating strong earnings growth in the near future. Naha points out that eventual multibaggers are good businesses, which probably are going through a down cycle, and hence both earnings and valuations are compressed.