Episode 780
Mastering Equity Research: Insights from Anish Tawakley of ICICI Prudential Mutual Fund
June 24, 202427m 0s
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Show Notes
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.