The Agenda

A speech by Shri T. Rabi Sankar, Deputy Governor

Stretch your legs, grab a snack, and head to the Morningstar Theater for insightful sessions featuring our ‘Meet the Managers’ series

Wars, tariffs and safe-haven spikes are reshaping global capital flows. Hear the economics expert decode how geopolitical crosswinds are reshaping macro dynamics and what they could mean for key asset classes and Indian investment landscape.

Across globe, the lines between public and private capital are blurring, raising new questions around access, liquidity, and value. As capital moves more fluidly across these domains, this session explores what’s driving the convergence and whether the investment case truly holds up.

As powerful structural forces reshape equity markets, from evolving sector dynamics to shifting valuation anchors - hear from experts as they decode the durable trends that hold the key to identifying long-term opportunity and distinguishing signal from short-term noise.

Lunch and networking continue alongside sessions at the Morningstar Theatre featuring ‘Meet the Managers’ and Morningstar Solutions.

Passive investing is no longer just a low-cost alternative. It is challenging active management across more categories than ever. The latest Active/Passive Barometer reveals where active strategies still deliver an edge, where passive dominates, and how the landscape is shifting in between.

Discover how behavioral science and AI are coming together to reshape how advisors understand clients, personalize advice, and build more effective, enduring relationships.

With the fixed income landscape in flux, understanding yields, credit conditions, and duration risk is key to navigating what comes next in the market cycle.

Stretch your legs, grab a snack, and head to the Morningstar Theatre for insightful sessions featuring our ‘Meet the Managers’ series.

As access to global investing improves, the case for adding international equities to Indian portfolios is gaining momentum. Understanding the opportunities, risks, and practical considerations can help in making more informed choices as the landscape continues to evolve.

A surge in IPOs, rising enthusiasm for small- and mid-cap stocks, and periodic governance lapses are putting fresh focus on risk, valuation, quality, and raising timely questions about where sustainable value may emerge.

Closing remarks by Mohit Aggarwal