Value Research

Market turmoil from tariff wars offers a masterclass in investor psychology

Even skeptics may need to reconsider gold's role in a changing global financial order

The markets are in turmoil, with the Sensex crashing over 3,000 points amid global uncertainties like Trump's tariff shock and fears of a looming recession. So, what does this mean for long-term investors?

Is your portfolio prepared for market volatility? Find out how to build resilience in our latest Investors' Hangout!

Rigid definitions can limit our understanding of how wealth grows

Listen in to this conversation with Mayur Patel, Fund Manager at 360 ONE Asset, as he shares his journey from Tata Motors to managing investments, his approach to growth and value investing, and how his experience shapes the way he picks stocks for his portfolio. With insights on small-cap investing, sectoral trends, and key market opportunities, Mayur delves into the importance of capital efficiency, cash flow generation, and governance when selecting investments. He also discusses the impact of macroeconomic factors like government capex, consumer discretionary growth, and global risks. Tune in to learn how Mayur balances growth with value to consistently deliver strong returns. #ValueResearch #MayurPatel #InvestingStrategy #GrowthVsValue #360ONEAsset #StockSelection #MarketTrends #InvestingInsights #IndianEquity #FundManagement #SmallCapStocks #InvestmentPhilosophy

Quality small caps stand tall in this market downturn

Charlie Munger's mental tricks offer powerful investing wisdom

What if your portfolio is missing out on the world's biggest wealth creators? Watch this episode & find out!

In this insightful interview, Ashish Gupta, Chief Investment Officer at Axis Asset Management, discusses India’s growth trajectory, his strategy at Axis AMC, and how he navigates market corrections. With over two decades of experience, Gupta shares his thoughts on reshaping the firm’s investment approach, focusing on diversification, risk management, and long-term value creation. He also sheds light on how he remains optimistic about India's economic growth despite the current market challenges. Tune in to hear more about India's outlook, quality investing in a challenging market, and strategies to identify growth opportunities. #AshishGupta #AxisAMC #IndianEconomy #InvestingInIndia #MarketOutlook #GrowthStory #FundManagement #InvestmentStrategy #AxisBluechip #MarketCorrection #IndiaGrowth #FinancialMarkets #ValueResearch

In this episode of Money Masters, Dhirendra Kumar moderates a deep dive into the investment philosophy of Anand Shah, CIO of PMS & AIF at ICICI Prudential Mutual Fund. With over 25 years of experience, Anand shares insights on building wealth through mutual funds, managing risk, and the importance of patience in investing. He takes us through his early career, the lessons learned from the dot-com bubble, and his framework for identifying strong businesses with sustainable growth. Tune in to understand how a bottom-up approach, a clear goal, and avoiding emotional decisions can lead to long-term investment success. #ValueResearch #DhirendraKumar #MoneyMasters #AnandShah #InvestmentPhilosophy #WealthBuilding #PMS #MutualFunds #RiskManagement #LongTermInvesting #FinancialGoals #ICICIPrudential #InvestmentJourney #StockMarketSuccess #InvestmentStrategy

Success in investing comes from interrogating your decisions, not seeking certainty

Want to build lasting wealth with mutual funds? Don’t miss the 5 essential rules in this podcast of Investors' Hangout!

In this interview, we sit down with Chandraprakash Padiyar, Senior Fund Manager at Tata Asset Management, to discuss his investment philosophy, his approach to managing small-cap funds, and how he navigates market volatility. With nearly 25 years of experience in equity markets, Padiyar shares his insights on growth at a reasonable price (GARP), the importance of free cash generation, and why selective stock-picking is key to long-term success. Tune in to hear how Tata's small-cap fund has held up well during market corrections and what Padiyar believes are the secrets to successful investing in today's market environment. #ChandraprakashPadiyar #TataAssetManagement #SmallCapInvesting #GrowthAtReasonablePrice #InvestingPhilosophy #MarketVolatility #FundManagerInsights #MutualFunds #InvestmentStrategy #ValueResearch

In this exclusive interview, we dive into an insightful conversation with Harshad Borawake, Head of Research and Fund Manager at Mirae Asset Investment Managers. With nearly 20 years of experience in fund management, Borawake shares his perspectives on navigating the recent market correction, his growth-at-a-reasonable-price (GARP) investment philosophy, and how Mirae's hybrid funds are adapting to the evolving market dynamics. He also discusses the impact of government policies, sector-specific trends, and the steps being taken to improve fund performance in a challenging environment. Tune in to hear valuable insights on investing during times of volatility, focusing on quality businesses, and adapting to market changes. #HarshadBorawake #MiraeAsset #InvestmentStrategy #FundManagement #MarketCorrection #HybridFunds #GARP #StockPicking #InvestmentPhilosophy #LongTermInvesting #FinancePodcast

The Nobel laureate's last decision offers profound insights for investors

Buffett's wisdom requires expertise most of us don't have

Why you shouldn’t be scared of the ongoing small-cap downturn

Recent market corrections have left many portfolios 'red'. But don't worry, it's not the end! In this week's Investors' Hangout we will teach you how to get your portfolio back on track!

Bearish voices grow louder when markets crash, but history favours the patient investor

Women may be better investors than men, but do we need special financial products for them?

Market dips hurt, but history offers comfort

Ladies, secure your future—learn why retirement planning is a must and how to start today!

How should investors navigate today's volatile market? In this exclusive conversation, Harsha Upadhyaya, CIO-Equity at Kotak Mahindra AMC, shares his expert take on: Why market volatility persists despite an investor-friendly budget Key triggers for market recovery in the coming months The valuation outlook for large caps vs mid and small caps How Kotak AMC's investment philosophy balances growth and valuation Sectoral trends, multi-cap strategies, and new-age businesses Whether you're a seasoned investor or just starting, this episode offers valuable insights on equity investing, portfolio strategy, and market trends. Listen now to gain expert market perspectives! #StockMarket #Investing #MutualFunds #KotakAMC #EquityInvesting #LargeCap #MidCap #SmallCap #MarketVolatility #GrowthInvesting #InvestmentStrategy #ValueResearch

Is it time for large caps to make a comeback? In this exclusive conversation, Viraj Gandhi, CEO of Samco Mutual Fund, explains why the Samco Large Cap Fund NFO takes a momentum-driven approach to large-cap investing. Why large caps are poised for strong returns How the CARE Momentum Strategy works The key to identifying stocks entering and exiting momentum Managing risks in momentum investing Why this fund could be a core portfolio holding Listen now and decide if it's time to rethink your large-cap strategy! #Investing #StockMarket #LargeCap #MomentumInvesting #SamcoMutualFund #MutualFunds #NFO #EquityInvesting #FundManagement #SmartInvesting #ValueResearch

Market pessimism creates opportunities, but only for those who've trained themselves to yawn

When cheap stocks are bargains and when they’re just traps

Discover how diversification, asset allocation, & rebalancing can help you weather market storms.

'Volatility isn't the enemy—impatience is.' In this interview, we sit down with Daylynn Pinto, Senior Fund Manager (Equities) at Bandhan AMC, for an in-depth conversation on market volatility, shifting valuations, and finding value in uncertain times. Key Insights: Is Market Volatility Here to Stay? How investors should adapt What Will Trigger India's Next Market Rally? Will China Divert Foreign Capital Away from India? The Real Story Behind Bandhan Funds' Performance Where Pinto Sees Value in Today's Market His Contrarian Approach to Mid and Small-Cap Investing 'In volatile markets, it's not about timing the perfect moment—it's about staying strategic and patient.' — Daylynn Pinto Tune in now to gain insider insights and learn how a seasoned fund manager is positioning portfolios for future growth. #ValueResearch #Investing #DaylynnPinto #BandhanAMC #MarketVolatility #StockMarketIndia #EquityInvesting #MutualFunds #InvestmentStrategy #ValueInvesting #IndianMarkets

When ‘passive’ funds require active decision-making, something is deeply wrong

What does it mean when even gold stored by governments is suspect?

Good investing is about patience, not constant activity.

Mid & Small Caps: Is the rally sustainable, or should you tread cautiously?

In this insightful episode, we sit down with Shridatta Bhandwaldar, Head of Equities at Canara Robeco Mutual Fund, to discuss the current state of the Indian equity markets, investment strategies, and sector outlooks. What's driving market volatility, and will it subside? The impact of global capital flows on Indian equities How valuations are shaping up across large, mid, and small caps Key triggers for economic growth in the coming quarters Sector-wise opportunities and risks after the recent market correction Shridatta also shares his investment philosophy, lessons learned from past market cycles, and strategies for navigating changing market dynamics. Whether you're a seasoned investor or just starting, this conversation is packed with valuable insights. Tune in now for expert market perspectives! #ValueResearch #Investing #StockMarket #MutualFunds #MarketVolatility #EquityMarkets #InvestmentStrategy #WealthBuilding #IndianEconomy #FinancePodcast #ShridattaBhandwaldar #CanaraRobecoMutualFund

Why being a patient investor can do wonders for your wealth

With tax incentives fading, will your savings survive the spending surge? find out how to protect your financial future!

In this episode, Bharat Lahoti, Co-Head of Factor Investing at Edelweiss Mutual Fund, reveals how multi-factor models drive consistent performance, even in today’s volatile market conditions. Learn how Edelweiss Large-Cap Fund outperforms the BSE100, the strategy behind the Edelweiss IPO Fund, and why factor investing is key to beating inflation with lower volatility. Bharat also shares valuable insights on: The power of diversification and sectoral rotation in fund performance How multi-factor models outperform single-factor funds in the long run Tips for selecting factor funds in current market conditions Why Edelweiss Large-Cap Fund consistently delivers better returns Tune in for a deep dive into the world of factor investing and actionable tips to improve your investment strategy. Listen now and subscribe for more expert investment advice! FactorInvesting #EdelweissMutualFund #StockMarket #InvestingTips #BharatLahoti #InvestmentStrategies #FundManagement #LongTermInvesting #MarketTrends #FinancialPlanning #ValueResearch

Often, knowing what not to invest in is more valuable than knowing what to invest in

Critics call for financial freedom of choice, but experience suggests that behavioural nudges create lasting investment habits

If you've ever second-guessed your investment decisions, this episode of Investors' Hangout is a must-watch!

In this insightful episode, Mahesh Patil, CIO of Aditya Birla Sun Life AMC, shares his journey from engineering to leading one of India's top asset management firms. He breaks down his investment philosophy, stock-picking strategies, and how he navigates market cycles. Tune in to learn how active large-cap funds can still outperform benchmarks, the key sectors to watch in 2025, and the biggest lessons he has learned over two decades in the industry. Listen now to gain expert insights into equity investing, risk management, and portfolio construction! #Investing #StockMarket #MutualFunds #FinancePodcast #WealthManagement #EquityResearch #MarketTrends #MaheshPatil #FundManagement #AdityaBirlaSunLifeAMC #ValueResearch Tags: Mahesh Patil, Aditya Birla Sun Life AMC, Investing, Stock Market, Mutual Funds, Finance, Equity Investing, Portfolio Management, Risk Management, Market Trends, GARP Strategy, Large Cap Funds, Wealth Creation

Budget 2025's generous income tax benefits will ease middle-class pressure, yet the move away from tax-incentivised investments raises concerns about long-term financial planning

Union Budget 2025 decoded! Find out what it means for YOUR money with Dhirendra Kumar – Watch now!

When giants fall, only few rise again—choose wisely

We shouldn't underestimate how tax policy shapes our financial future; the Union Budget should reflect this.

The DeepSeek affair shows why knee-jerk reactions to news rarely serve investors well

Join us as Ihab Dalwai, Fund Manager at ICICI Prudential AMC, shares his insights on navigating India’s volatile equity markets. With the Sensex down nearly 11% in the past four months, Dalwai discusses why market fluctuations are here to stay, what catalysts could drive a recovery, and his counter-cyclical investment philosophy. Discover his take on quality stocks, mid- and small-cap opportunities, and tactical asset allocation strategies for 2025. Whether you're a seasoned investor or just starting, this episode is packed with valuable insights! Tune in now and stay ahead of the markets! #StockMarket #Investing #MarketVolatility #ICICIPru #MutualFunds #Sensex #Nifty #WealthManagement #InvestmentStrategy #PersonalFinance #MidCapStocks #SmallCapStocks #QualityInvesting #FundManagerInsights Tags: Investing, Market Trends, Mutual Funds, ICICI Prudential Mutual Fund, Financial Planning, Tactical Asset Allocation, Investment Strategies, Equity Markets, Indian Economy, Wealth Creation, Value Research

As India's investors get younger, some timeless wisdom is mixed with new realities

Why social media is making a modest market decline feel like a huge crisis

Millennials, master the art of money management and start building your wealth—don't miss this episode!