Thematic Funds – Satellite Of One’s Portfolio

Thematic investing has gained the attention of investors, of late. Amid the volatility in the stock market, the emerging trends in certain mega trends around electric vehicles, artificial intelligence have found favour with investors keen to explore these emerging futuristic themes. A recent discussion with Umesh Kumar Dalia, Head – ETF Sales, Mirae Asset Investment Managers (India) Pvt. Ltd as part of Outlook Money’s ‘Investment Made Easy’ webinar series threw some light on the strategy one should adopt for investing in thematic funds. Dalia was in conversation with Sutirtha Sanyal, Assistant Editor, Outlook Money. Here are some edited excerpts from the discussion What is thematic investing? This is a type of investment strategy wherein you identify broad-based macro level trends in the economy, as well as the businesses that would be benefitted from such...