SE2 EP2 - How about investing in global brands?

[00:00:00] Welcome to Axis Moneynomics, by Axis Mutual Fund.

[00:00:07] The Blaine, have you ever felt guilty after spending money on Netflix, Amazon, Spotify or even

[00:00:16] by some of the Apple products?

[00:00:18] Well yes, Harry but you know what if you could own a piece of these giants and get a chance

[00:00:23] to participate in their long-term growth journey?

[00:00:25] Is that even possible, Bublene?

[00:00:27] Yes, Sean Leigh it's possible.

[00:00:29] In investing in global brands, that sounds very interesting, Bublene.

[00:00:33] Yes, let's talk more about it.

[00:00:35] Great, hello and welcome to another episode of Axis Moneynomics.

[00:00:40] This is Harry from Axis Mutual Fund.

[00:00:43] In today's episode, we are with us, Bublene called Senior Product Manager at Axis Mutual

[00:00:49] Fund and she is going to help us understand all about investing in global brands.

[00:00:59] Welcome to Axis Moneynomics, by Bublene.

[00:01:06] Hey Harry, thanks for having me here.

[00:01:08] So I am a part of the Product Management team at Axis Mutual Fund so I take care of both

[00:01:14] active as well as passive mutual fund schemes including the global funds that we have.

[00:01:19] Sure great, Bublene.

[00:01:21] Let's get started, Bublene.

[00:01:22] Let's be as a first question to you, no wow.

[00:01:25] What is the thing that comes to mind is that why should even people consider investing

[00:01:29] in a global brand?

[00:01:30] Well, Harry, imagine having a piece of the world's most renowned companies in your investment

[00:01:35] portfolio.

[00:01:36] So these brands have proven their metal by establishing themselves as leaders in their

[00:01:40] respective industries across the world.

[00:01:43] Think of the companies, the appers, the Microsoft, the Google's of the world.

[00:01:47] Today we cannot imagine a world without any of them.

[00:01:50] So investing in these global brands allows you to diversify your portfolio beyond the domestic

[00:01:55] companies.

[00:01:56] Global diversification helps you to reduce the concentration risk in the Indian market

[00:02:01] and also gives you exposure to companies with innovative things that may not be available

[00:02:06] in the Indian markets.

[00:02:08] So it's like having a bite of apple, you know quite literally.

[00:02:11] A bite of apple sounds very delicious, Bublene.

[00:02:14] But tell me, Bublene, these giants have been here for quite some years.

[00:02:18] Do they still have room for growth?

[00:02:21] Well, is it that the cup is already full and there's no more space for growth from these

[00:02:26] companies?

[00:02:27] So that's a great question, Harry.

[00:02:29] So despite being giants, many of these global companies are still innovating and expanding

[00:02:33] to new markets.

[00:02:34] Just look at how Amazon started out as a simple online bookstore and now it has become an e-commerce

[00:02:39] giant.

[00:02:40] Look at how Apple is now betting big on healthcare or how Spotify is going deeper with

[00:02:44] personalization.

[00:02:45] So yes, they definitely have room to grow.

[00:02:49] The growing digitization, these companies are also integrating AI and machine learning

[00:02:53] models in their systems to increase efficiency.

[00:02:56] Look at how generative AI models, renewable energy and cutting edge biotech is transforming

[00:03:00] the world.

[00:03:01] Sure, Bublene, I think there's a lot to explore than look forward to from these companies.

[00:03:05] There's something, Bublene, you know, how do I listness sort of get started with investing

[00:03:10] in these brands?

[00:03:11] Well, there are two ways to go about it.

[00:03:14] You can invest directly in the global market or you can go for an indirect route via mutual

[00:03:18] funds.

[00:03:19] Now to invest directly, you'll have to open an overseas trading account with a domestic

[00:03:23] or foreign broker.

[00:03:25] This will also come with a set of regulatory and, you know, compliant challenges as well

[00:03:30] as a higher minimum amount to start with.

[00:03:33] If you do not have the time or expertise to conduct your own research and pick stocks,

[00:03:38] then you may consider the second route which is why our mutual funds.

[00:03:42] Now with mutual funds, you can get easy access to overseas markets without opening a separate

[00:03:47] trading account.

[00:03:48] And through this route, there are two ways, you know, two types of funds you can look

[00:03:52] at.

[00:03:53] So there are mutual funds that offer diversified exposure toward domestic and international

[00:03:58] stocks.

[00:03:59] Then another category which is the international funds which are focused solely on investing

[00:04:04] globally.

[00:04:05] So these funds work just like other equity mutual funds and are managed by professional

[00:04:09] experts.

[00:04:10] Wow, that sounds very simple, Bublene.

[00:04:12] I mean, through mutual funds one can participate in this global brands.

[00:04:16] Folks, if you want to know more about equity mutual funds, don't forget to check out our

[00:04:23] previous episodes.

[00:04:24] While investing in global brands sounds very exciting, probably not sure there must be some

[00:04:29] of their skin wall here, right?

[00:04:31] Absolutely, hurry.

[00:04:32] So no investment is risk-free.

[00:04:35] Global brands are vulnerable to changes in customer preferences, economic downturns

[00:04:39] and industry disruptions.

[00:04:41] The currency fluctuations in geopolitical events may also impact global investments.

[00:04:45] But you can check your risk-refined and accordingly decide which funds are suitable for you,

[00:04:50] you know?

[00:04:51] So remember, just like a perfect cup of tea needs time to brew your equity investments

[00:04:55] also need time to brew.

[00:04:56] Great, Bublene.

[00:04:57] I think that was quite useful and helpful for all of us.

[00:05:01] Thank you for joining us today, Bublene.

[00:05:02] It was great having you here.

[00:05:05] And that's all for today.

[00:05:06] Thank you for tuning in.

[00:05:08] If you found this episode helpful, don't forget to subscribe and feel free to share it

[00:05:14] with your friends who are exploring the world of investing.

[00:05:18] Remember to follow our podcast, Access Money No Mix so you don't miss out on interesting

[00:05:25] topics.

[00:05:26] Until then, this is Hari Signing off.

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[00:05:39] strategy.

[00:05:40] Portfolio allocation is based on the prevailing market conditions and is subject to changes

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