Bajaj Finserv Asset Management has identified several megatrends for the Indian market and economy, including consumerism and urbanisation, health and wellness and manufacturing. The team undertakes macro analysis and studies large amounts of domestic and global data-metrics to identify transformative shifts and the impact on beneficiary sectors. The CIO is comfortable with Nifty valuations at this point and believes there are pockets of opportunities in the broader market for long-term investments.
so it s not over proportional. and the strategy is very simple. we are there since 150 years, we will stay also in the future. we want to increase our market share in china. siemens is serving a 500 billion market and the outlook is that this market has a growth, combined annual growth for the next five years of 7%. which is much higher than we used to have, maybe 2% to 4% in the past. the reason is that our portfolio is geared for mega trends climate change. so it s all about sustainable business and technologies. megatrend is urbanisation, which puts huge pressure on the infrastructure. is it mobility infrastructure? is it the distribution grid? massive investment to come. is it what we call ageing societies? that means it is a huge
in essence 150 years, we will stay also in the future. we want to increase our market share in china. siemens is serving a 500 billion market and the outlook is that this market has a growth, combined annual growth for the next five years of 7%. which is much higher than we used to have maybe 2% to 4% in the past. the reason is that output our portfolio is geared for climate change. so it is all about sustainable business and technologies. megatrend is urbanisation, which puts huge pressure on the infrastructure. it is a mobility infrastructure. it is the distribution grid. massive investment come. is it what we call ageing societies? that means it is a huge demand for health care, but also the labour shortage. health care, but also the labourshortage. labour labour shortage. labour shortage means labourshortage. labour shortage means you have to have
the strategy is very simple, we re there since 150 years we will stay also in the future. we want to increase our market share in china. a 500 billion market and the obvious step of the market has combined growth for the next five years of 7%. which is much higher then they used to have maybe two to 11% in the past. the reason is that geared for megatrends. megatrends is climate change so it s all about sustainable business and technology for the megatrend is urbanisation, which puts pressure on the infrastructure, mobility infrastructure, mobility infrastructure, the distribution grid, massive advancement to come. is it what we call ageing societies, that means it s a huge demand for health care but also the labour shortage for that labour shortage for that labour shortage means you have to have