
Welcome to this edition of Market Commentary on Business Today Television. In this episode, Jitendra Sriram, Senior Fund Manager, Baroda MF, breaks down the strong Q1 earnings season, spotlighting the outperformance across mid-cap and small-cap segments. He details top investment themes across power equipment, mid-tier banks, platform businesses, mid-cap IT, and NBFCs, along with key insights on macro cues and currency stability. Plus, we track the primary markets as the ₹550-crore Gaja Alternative Asset Management IPO opens for subscription. MD & CEO Gopal Jain joins the show to discuss the company's business model, competitive edge, and fund utilization strategy.