NSE:HDFCAMC management interview: HDFC AMC CEO's Big Market Call: Why India Can Emerge Stronger Despite Global Wars | Business News
ET Now, 2026-06-09. Video: https://www.youtube.com/watch?v=NMGRjDOITRA
- Macroeconomic tailwinds: A geopolitical truce and resulting drop in oil prices would directly improve India's macroeconomic fundamentals, particularly the current account deficit, trade deficit, capital flows, and inflation.
- SIP inflow sustainability: Monthly SIP contributions have surged tenfold from roughly ₹3,000 crore in 2016 to over ₹30,000 crore, with long-term trust, technology, and investor education expected to keep these systematic flows durable despite occasional lump-sum market volatility.
- Asset allocation advice: Investors are urged to remain disciplined and adhere to personal asset allocation strategies based on their time horizon and risk tolerance rather than attempting to time the equity or debt markets.
- Women investor outreach: HDFC AMC launched the "Barni Se Azadi Nari Nivesh Yatra" campaign, deploying two awareness vans to travel 45,000 kilometers across India to educate women on shifting cash savings into mutual fund SIPs.