Value Research

SEBI is investigating a possible front-running scandal at Quant Mutual Fund. What should investors do?

Join us in this insightful interview with Anish Tawakley, Deputy CIO-Equity at ICICI Prudential Mutual Fund. Discover how he seamlessly transitioned from management consulting to equity research, driven by his deep passion for business analysis. Currently overseeing six diverse funds, including the prominent ICICI Prudential Bluechip Fund, Anish Tawakley shares his expert views on various topics. Learn about his scepticism towards the popular GARP strategy, his focus on cyclical economic turning points, and why he's underweight on banks. Tune in for valuable perspectives from a seasoned economist and equity research leader.

Gold has gone up by 20% in the past year. What does it mean for our personal investments?

The market gyrations around the election results were a perfect lesson in the value of steady, sensible investing

Join us in an intriguing conversation with Vinay Paharia, Chief Investment Officer at PGIM India Mutual Fund where he shares what fund management changes he has made at the fund house, the reasons for the underperformance in some funds, and much more!

Will new reforms truly expand health insurance access for all?

Choosing the right mutual fund requires a clear understanding of one’s financial goals

The election results and subsequent market crash spooked investors. But how should you react during such times? 

Trying to catch the bottom of a falling market is tempting for mutual fund investors, but it is often a fool's errand

Join us on this exclusive episode as we sit down with Ramesh Mantri, the chief investment officer at WhiteOak Capital Mutual Fund, helms 11 schemes (equity and hybrid) along with other fund managers and manages around Rs 8,600 crore of investor money.

Reflecting on a decade of economic transformation

How simplicity is the key to navigating stormy markets

How has the NPS evolved over the years, what are the reasons to invest, and Top 5 benefits why it might be the right choice for your retirement? 

We perceive negatives and positives very differently, and it affects our investing

Join us as we delve into the dynamic world of finance with Neelesh Surana, the CIO of Mirae Asset Investment Managers, who manages a portfolio of Rs 54,250 crore.  In this insightful episode, Neelesh shares his journey from a budding finance enthusiast to a top fund manager, including his formative experiences with industry stalwarts at ASK Investment Managers and IL&FS Investments.  Discover the distinctive elements that have kept him at Mirae Asset for over 16 years and the investment philosophy that has driven the success of the Mirae Asset ELSS Tax Saver and Large & Midcap Fund. Neelesh also discusses his approach to stock selection, the strategic reasoning behind maintaining key holdings like HDFC Bank despite market fluctuations, and his perspectives on investing in new-age tech companies.  Whether you're a seasoned investor or new to the financial markets, this podcast provides valuable lessons on adapting to market changes and spotting the next big opportunities in investing.

Growth investing requires patience, diligence and the right outlook

Bulls are not always welcome news for savers and investors

With the PM hinting at a booming market after his government's comeback to power, is now the time to invest or to wait for the results? 

The shift from dollars to gold

Join us on this exclusive episode as we sit down with Shridatta Bhandwaldar, Head of Equities at Canara Robeco Mutual Fund, who oversees an impressive Rs 78,800 crore in assets across 12 diverse funds.  Dive into Shridatta's journey from engineering to the forefront of financial markets, his critical learnings from the 2006 bull market and the 2008 financial crisis, and his strategic approach to today's challenging market conditions. Discover the rigorous criteria that guide his stock selections and learn how he balances high P/E concerns with opportunities for generating alpha. Shridatta also discusses his collaboration with co-fund managers and reveals his tactics for steering Canara Robeco’s flagship funds towards sustainable success.  Whether you're an investor looking to understand market dynamics or an enthusiast eager to learn from a seasoned fund manager, this podcast offers invaluable insights into professional equity management.