Value Research

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.

What is causing the market jitters and how should you manage your investments during volatile markets? Watch Investors' Hangout and find out.

Patience will always win over knee-jerk reactions

In this insightful episode, we sit down with Charanjit Singh, Fund Manager at DSP Mutual Fund, who oversees the DSP ELSS Tax Saver, DSP Equity Opportunities, and DSP T.I.G.E.R. Fund, with combined assets of approximately Rs 27,600 crore. Charanjit discusses his journey into the financial markets, unveils his investment philosophy, and provides an in-depth analysis of the current market environment. Whether you're looking to sharpen your investment skills or understand the nuances of fund management, this interview offers valuable lessons in mutual fund investing.

How to maximise your returns with effective portfolio diversification? Watch Investors' Hangout and find out.

Jim Simon was a great investor, but one utterly unlike any other

Why doing less is better when it comes to investing

Join us in an enlightening conversation with Sailesh Raj Bhan, CIO of Equity Investments at Nippon India Mutual Fund, one of India's top fund houses. With a career spanning over 27 years in Indian equity markets and managing assets worth Rs 54,000 crore, Sailesh shares his unique insights on investment strategies and market growth. Dive deep into the world of mutual funds as we explore his management of large-cap, multi-cap, and pharma funds and uncover the principles that have guided his tenure. Don't miss this opportunity to gain valuable knowledge from a leading finance expert!

What are the five grave investing mistakes that can derail even seasoned investors? Watch Investors' Hangout and find out.

Slick and manipulative advertising cannot whitewash the reality of crypto

Dive deep into the world of real estate and infrastructure investments with our latest podcast episode on REITs, SME REITs, and InvITs. Whether you're a seasoned investor or new to the scene, this episode will clarify what these trusts are, how they function, and their benefits. Join us as we unravel the complexities of these investment vehicles to help you make informed decisions in your investment journey.

The art of stock selection through systematic exclusion

Among the various schemes that Harsha Upadhyaya, Chief Investment Officer - Equity at Kotak Mahindra Asset Management Company, manages, Kotak Flexicap Fund has assets of over Rs 44,500 crore, the third highest in the flexi-cap category.

Good times in the equity markets are not a great learning ground for the bad times that inevitably follow

Aggressive Hybrids, BAFs, or MAFs? Which hybrid fund is the best fit for your portfolio now? Watch Investors' Hangout and find out.

For anchored investing with steady performers

With a tenure of just two years, the Mahila Samman Savings Certificate has the lowest tenure among all the small saving schemes. The other options with such a tenure are only a bank fixed deposit or a two-year-time deposit with the post office (POTD 2 year). Listen in and learn more about Mahila Samman Bachat Patra.

In this interview, listen to Shreyash Devalkar discuss his journey into finance, investment mantra, strategies for managing the funds and much more.

Watch this Investors' Hangout and learn how to sharpen your portfolio.

Staying one step ahead of increasingly sophisticated scamsters

The Public Provident Fund is a long-term savings instrument established by the Central Government, which offers tax benefits on savings and withdrawals after the lock-in period. But should you invest in PPF, or are better alternatives available? Listen in and decide for yourself!

Where 'Know Your Customer' actually means 'Kick Your Customer'

In this exclusive interview, listen to Ihab Dalwai share insights into his distinctive investment style, the management of key mutual fund schemes at the fund house, and much more.

All your queries on investing in retirement answered in this Investors' Hangout!

How understanding empowers you to control your financial future

Want to invest in gold? At Value Research, we believe Sovereign Gold Bonds (SGBs) are the ideal choice. Listen in to this explainer to understand all about SGBs.

The derivative trading frenzy fuels a quick journey from IPO to delisting

Venugopal Manghat has been in the financial market for over 28 years. In this interview, listen to him talk about the early days of his career, navigating the dynamic landscape of the financial industry, and his current role of overseeing the equity investing division at the fund house.

Why politics and markets go hand-in-hand

Watch Investors' Hangout to learn where and how to invest to ensure a comfortable retirement lifestyle.

Unintended consequences of mindless rules-based investing

Do you know how Direct Mutual Fund plans differ from Regular Mutual Fund plans? Do you know where to invest to earn slightly higher returns? Listen in to figure it out.

…and make lots of money

The mid and small-cap stocks have been in the limelight this year. We spoke with Resham Jain, fund manager at DSP Mutual Fund, who co-manages DSP Midcap Fund and DSP Small Cap Fund. Listen to him share his stock-picking strategy and much more.

Saurabh Mukherjea is the Chief Investment Officer and one of the founders of Marcellus Investment Managers, a portfolio management outfit. He has authored several books, including 'The Unusual Billionaires', 'Coffee Can Investing' and 'Diamonds in the Dust.' Listen to this interesting conversation, in which Saurabh shares the details about his stock selection process, numerous anecdotes and indispensable wisdom.

Learn how to estimate your retirement expenses, set realistic goals, and choose the right mix of assets for your portfolio.

Kahneman's death reminds us that understanding the psychology of our own decision-making is key to success in the markets

Investing in the National Savings Certificate scheme gets you a sovereign guarantee, assured returns, and tax benefits. To understand NSC better, listen in.

The perils of information overload in investing

Derivatives trading continues to lure and destroy retail investors

Listen in as Sanjay Chawla spills the beans on assessing a company's management quality, the asset allocation model behind their balanced advantage fund, and much more!

Navigating the terrain of micro-cap investing

Nilesh Shah has been at the helm of Kotak Mahindra AMC since January 2015. In this exclusive interview, he talks about his remarkable success, the essential traits of a successful investor, and finding winners in new-age companies.

Watch Investors' Hangout to kick off the new financial year with smart investment choices.

Listen to this podcast to learn about the benefits, interest rate dynamics, and eligibility criteria of the RBI Floating Rate Savings Bond. Learn if and how to invest in them.

Listen to R. Janakiraman share his insights on the pressure of handling investors' money, staying away from financial capital, handling the Franklin debt crisis and much more in this exclusive interview!

Can REITs be your gateway to real estate investing without a high entry cost? Watch Investors' Hangout to learn all about it.

The allure of quick gains in stocks is such that scamsters often fool not only their victims but also themselves