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Manish Banthia on Navigating Credit Risks, Rate Cuts & the Future of Fixed Income Investing

In this exclusive interview, Manish Banthia, CIO - Fixed Income at ICICI Prudential AMC, shares his deep insights on navigating the complex world of fixed income investing. From his two-decade-long journey at ICICI Prudential to understanding the dynamics of credit risks, rate cycles, and macroeconomic trends, Manish discusses how to manage investments in a volatile market. He dives into the lessons learned from past market crises, the challenges of corporate credit analysis, and the risks of unsecured retail credit, while also offering his thoughts on the future of fixed-income strategies, interest rates, and investment cycles. ‪@ICICIPrudentialAMC‬ Key Highlights: Manish’s investment philosophy and approach to risk management in fixed income. The impact of macroeconomic factors on bond and credit markets. How ICICI Prudential AMC is managing durations and positioning funds in response to global and domestic economic shifts. Why 'target maturity funds' remain a strong option in today’s market environment. Insight into the evolving landscape of credit risk, particularly in unsecured retail lending. Timestamps: 00:06 Introduction 00:27 You chose fixed income over equities after completing your CA. What drew you to this field, and how has it shaped your career so far? 01:47 You've spent nearly two decades at ICICI Prudential Mutual Fund, witnessing landmark events like the global financial crisis and various credit challenges. What are the biggest lessons you've learned from navigating these turbulent times? 06:54 What's your core investment philosophy in fixed income? How has it evolved over the years? 15:32 When assessing credit quality, what key factors do you focus on while evaluating an issuer's creditworthiness? 19:33 The average maturity of some of the debt funds offered by ICICI Prudential Mutual Fund is lower than the industry average. Was the early call on interest rates a factor in this decision, and what is your current strategy? This conversation will help investors gain a clearer understanding of where to focus their investments in fixed income amidst ongoing market challenges and opportunities. 🎧 Listen to the full interview for expert advice on your fixed-income strategy! 🍁 𝗔𝗯𝗼𝘂𝘁 𝗩𝗮𝗹𝘂𝗲 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 🍁 Welcome to Value Research, your go-to source for insightful investment guidance and financial planning. With over three decades of experience, we empower savers to make informed decisions through independent research, fund ratings, stock analyses, and mutual fund insights. Trusted by individual investors and industry leaders alike, our channel provides expert answers to common queries about mutual funds, stocks, tax-saving strategies, and more. Join us for in-depth analyses, practical advice, and top-tier investment recommendations to achieve your financial goals and secure your financial freedom. ✨ 𝗝𝗼𝗶𝗻 𝗩𝗮𝗹𝘂𝗲 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 ✨    / @valueresearchvideo   Be it queries related to mutual funds, stocks, or tax-saving investments, Value Research https://www.valueresearchonline.com will answer all of them. 👉 Subscribe to our हिंदी YouTube channel, Dhanak --    / @dhanak_valueresearch   👉 Subscribe to our newsletter 📃: https://bit.ly/3GW0HGe 📩 👉 Subscribe to our YouTube channel:    / @valueresearchvideo   🔔 👉 Subscribe to our monthly magazines 🔖: https://bit.ly/3DWgAdS 👉 Subscribe to Value Research Fund Advisor: https://advisor.valueresearchonline.c... 👉 Subscribe to Value Research Stock Advisor: https://www.valueresearchstocks.com/l... 👉 Value Research Shorts: https://www.youtube.com/@ValueResearc... 👉 ABCD OF ETFs:    • ABCD OF ETFs   👉 First Page Podcasts:    • First Page Podcast: Timeless Investme...   Do you have an investment-related question? ➡️Post it on our 'Ask Value Research' page -- https://vro.in/askvr. If you are wondering how to get started with stocks or an experienced investor trying to add a new source of investing ideas to your portfolio, go to Value Research Stock Advisor https://www.valueresearchstocks.com/ . It has everything that you will need on stocks. 🌐 𝗙𝗼𝗹𝗹𝗼𝘄 𝗨𝘀 𝗢𝗻 𝗢𝘁𝗵𝗲𝗿 𝘀𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮 📢: ➤ Website: https://www.valueresearchonline.com ➤ Twitter: https://x.com/ValueResearch ➤ Facebook:   / valueresearch   ➤ Instagram:   / valueresearch   ➤ Spotify: https://open.spotify.com/show/5da8Mxc... #fixedincome #creditrisk #interestrates #bondmarket #iciciprudentialmutualfund #ManishBanthia #investing #debtfunds #marketstrategy #investmentinsights #macroeconomics #financialplanning #corporatebonds #TargetMaturityFunds #ratecuts #investmentphilosophy #valueresearch Thanks for Watching - Manish Banthia on Navigating Credit Risks, Rate Cuts & the Future of Fixed Income Investing