Value Research

In this episode, Ajay Argal, Senior Vice President and Portfolio Manager at Franklin Templeton Emerging Markets Equity – India, shares his perspective on Indian market valuations, mid- and small-cap caution, and Franklin Templeton's investment philosophy. Managing over Rs 30,000 crore across seven schemes, including the top-rated Templeton India Value Fund and Franklin Build India Fund, Argal expl...

Why the iPhone frenzy reveals everything wrong with our spending priorities

The Sunjay Kapur estate battle shows why proper will-making matters - and why India needs blockchain authentication

In this episode, Ramesh Mantri, Chief Investment Officer at WhiteOak Capital AMC, shares his insights on where opportunity lies in today’s volatile markets. Despite tariffs, sticky inflation, and global uncertainty, Indian equities have shown surprising resilience. Mantri explains why long-term corporate cash flow growth is the real driver of equity returns, and why this is an ideal environment fo...

Why your first fund shouldn't be your best fund

Are SIPs letting investors down — or are investors quitting before the payoff? To understand, watch Investors' Hangout.

In this episode, we speak with Harish Bihani, Senior Fund Manager at Kotak Mutual Fund, about how recent GST slab cuts could boost demand and earnings over the next 6–24 months, and which sectors are best positioned to benefit. With over 16 years of equity research and fund management experience, Harish shares insights into his approach to managing the Kotak Business Cycle Fund, Kotak Pioneer Fund...

In investing, unlearning the wrong things matters more than learning new ones

Can you really retire with a 100% equity portfolio — or is it a risk that could derail your retirement?

With small- and mid-cap valuations running hot, many investors are wondering: Will earnings growth keep pace, or are we heading for disappointment? In this episode, we sit down with Aditya Khemani, Fund Manager at Invesco Mutual Fund, who manages over ₹25,000 crore across large-, mid- and small-cap strategies. He shares candid insights on: Why earnings risk never disappears—but matters less over 3...

Lower taxes and cheaper goods sound wonderful, but are we creating a generation that can't save?

Amid stretched valuations in the Indian equity market — especially in the mid-cap space — how should investors think about opportunities, risks, and portfolio positioning? In this episode, we speak with Kirti Dalvi, Fund Manager at Mahindra Manulife Mutual Fund, who shares her perspective on: Why she remains constructive on India despite elevated valuations. Her investment philosophy and bottom-up...

Dipping into your equity for short-term needs? It could cost you crores in the long run.

Why boring businesses often win big

Unravel the answer to every investor’s dilemma: how to balance returns and peace of mind.

Sometimes, exceptional circumstances genuinely justify breaking investment rules. Or do they?

Why retail investors mistake trading for investing and pay the price

Why Buffett's biggest regrets should reassure, not alarm you

Got 20 funds in your portfolio? That's not smart diversification — that's clutter. learn how to cut the fat and boost returns in this podcast.

What makes an Innovation Fund different from a Flexi Cap Fund — and why does it carry higher risk? In this episode, we sit down with Vinay Sharma, Senior Fund Manager at Nippon India Mutual Fund, who manages over ₹18,500 crore across three equity schemes, including the five-star-rated Nippon India Banking & Financial Services Fund. Vinay shares his investment philosophy built on probability, p...

How the investment industry complicates what should be investing's simplest concept

In this episode, we break down the newly launched Mirae Asset Gold Silver Passive Fund of Funds — a unique investment product that combines gold and silver exposure in a single portfolio. Joining us is Siddharth Srivastava, Head – ETF Products and Fund Manager at Mirae Asset Investment Managers, along with Dhirendra Kumar, to explain how this Fund of Funds works, the allocation strategy, and why n...

Before you chase FIRE, find out if your foundation is even solid.

Insurance defenders miss the point about systematic problems that go beyond individual bad actors

Two popular hybrid funds, one tough choice.