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SBI MF's Tanmaya Desai takes on hard questions on the opportunity in autos, EV disruption, and his portfolio strategy

While the emergence of electric vehicles is an opportunity in terms of the potential to replace existing vehicles, this will come at a colossal economic cost as the existing IC investments will be written-off even as new investments are made in the EV technology. ....

South Africa , Neelesh Surana , Tanmaya Desai , Automotive Opportunities Fund , Magnum Global Fund , Mutual Fund , Healthcare Opportunities Fund , Healthcare Fund , Opportunities Fund , Global Fund ,

NFO Alert: SBI Mutual Fund launches automotive opportunities fund — all you need to know

NFO Alert: SBI Mutual Fund launches automotive opportunities fund — all you need to know
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Tanmaya Desai , Association Of Mutual Funds , Mutual Funds , Nifty Auto ,

Why SBI MF is betting big on the automotive segment

India is the fourth-largest automotive market by domestic sales and its auto component segment set to become the largest by 2025. ....

Tata Elxsi , Tanmaya Desai , Mutual Fund , Automotive Opportunities Fund , Tata Motors ,