Welcome back to The Big Perspective, where we talk to some of the smartest minds in the Indian markets and pick their brains about the biggest trends shaping the Indian markets. In this episode, we spoke to Sankaran Naren, the Chief Investment Officer of ICICI Prudential Asset Management, one of India's largest asset management companies. Naren has over 3 decades of experience and has seen pretty much the entire history of the Indian markets.

In this fascinating conversation, we speak to him about:

- The current state of the markets and whether Indian markets are overvalued.
- The impact of the budget and the changes in capital gains on the markets
- Is the Indian market in a bubble?
- Sectors he likes and doesn't like
- Promising themes for the future
- Risks for the Indian economy and markets and much more

This was a fascinating conversation in which Naren shared a wealth of wisdom. Whether you are an investor or a trader, it has something for everyone. We hope you enjoy this absolutely insightful conversation.