INVESCO'S Market Outlook in 2026?

If you need any help with investing, you can write to us at kirtan@truvantawealth.com In this podcast, Taher Badshah, President and Chief Investment Officer at Invesco Mutual Fund, explains how one of India’s leading mutual funds approaches investing and selects businesses for the long term. He begins by breaking down Invesco’s investment framework and explains how the team narrows down thousands of listed companies before investing in just a few. He also talks about the different categories they use to evaluate businesses, what separates a quality company from the rest, and how their investment process has evolved over the years. A major part of the conversation focuses on how this framework is applied in the real world. Using practical examples, he explains how companies move through different stages as their businesses grow and how the investment team keeps reviewing them over time. He also shares the changes made to the framework in 2022, why those changes were necessary, and how they help identify better long-term opportunities. The discussion also covers how Invesco looks at the IT sector, the role of valuations in stock selection, and how FII flows influence the broader market. The conversation then shifts to the current market environment and what investors should realistically expect over the next few years. He explains why today’s market is different from previous cycles, why valuations should always be seen in context, and why Invesco is not fully invested in small-cap stocks despite the opportunities in the segment. He also shares where he sees attractive opportunities across different sectors and market-cap categories, and what factors matter most while allocating capital. Towards the end, Taher shares his views on underrated sectors and investment themes that could create opportunities over the long term. Throughout the discussion, he explains why a disciplined investment process, patience, and focusing on business quality are more important than c

Added 1 Aug 2026