Value Research

In this must-listen episode, Sailesh Raj Bhan, Chief Investment Officer (CIO) for Equity Investments at Nippon India Mutual Fund, shares 25+ years of wisdom on navigating market volatility and building resilient portfolios. Managing over Rs 83,000 crore in assets, Bhan explains why avoiding overpaying for growth is a timeless principle and how recent market corrections are a wake-up call for inves...

You know how some restaurants proudly advertise thalis with dozens of dishes? Market experts are like that.

From ₹1 to ₹100 Crore: The wealth creation blueprint you can’t afford to miss!

In this insightful episode, we sit down with Abhishek Singh, Vice President & Fund Manager at DSP Investment Managers, as he shares his 14-year journey from options trading to managing hybrid and equity funds worth over Rs 17,300 crore. Discover how his risk-first approach, inspired by Nassim Taleb’s philosophy, drives his investment strategies. Singh also reveals his core principles for long-...

Why years of price stagnation isn't even the real story behind diamonds' failure as an investment

Just as AI writing tools can't replace clear thinking, investment apps can't substitute for real investment understanding

Why going faster makes a big difference at first but becomes pointless – and dangerous – after a point

Unlock the secrets to choosing winning mutual funds for 2025 with expert advice from Dhirendra Kumar!

Those who live by the sword...

The tectonic shifts shaping India’s next decade of wealth creation

The power of patient investing and why doing nothing may be better than doing just anything

The financial media circus is back with its year-end predictions, and here's one more expert telling you to ignore experts

2024 taught us one thing: Uncertainty is the only certainty. Learn how to navigate volatile markets, stay invested, and make smart moves for 2025 with insights from Dhirendra Kumar.

In this insightful episode, Shibani Sircar Kurian, Senior Fund Manager and Head of Research-Equities at Kotak Mutual Fund shares her journey into equity investing and the key lessons learned over two decades of navigating volatile markets. She dives deep into her investment philosophy rooted in GARP (Growth at a Reasonable Price), managing Kotak's Contra and Focused Funds, and balancing value and...

In volatile markets, the obsession with price movements can lead investors astray

How growing dividends can quietly build lasting wealth

Discover smart ways to secure your kids' future with expert advice from Dhirendra Kumar.

In this episode, we sit down with Manish Banthia, CIO-Fixed Income at ICICI Prudential AMC, to uncover how nearly two decades of navigating debt markets have shaped his investment philosophy. From tackling the 2008 global financial crisis to emerging credit risks and rate strategies, Banthia reveals why current inflation spikes aren’t a cause for alarm. He breaks down market cycles, explains credi...

This new milestone amplifies its speculative trap

Why setting ‘unrealistic’ targets may be the ideal approach to wealth creation

Join Krishna Sanghavi, Chief Investment Officer-Equity at Mahindra Manulife Mutual Fund, as he shares his seasoned insights on current market dynamics, the role of mid- and small-cap stocks, and why consolidation is key for sustainable growth. Discover his investment principles, sectoral bets, and strategies for navigating market corrections. Learn how he approaches valuations, earnings, and oppor...

Following market predictions, even accurate ones, matters less than having a sound investment strategy

Go global with your investments, learn how to invest in international markets via mutual funds with Dhirendra Kumar

How random rewards create dangerous market superstitions

In this episode, Pratik Oswal, Chief of Passive Business at Motilal Oswal AMC, joins us to discuss the launch of the Motilal Oswal Nifty Capital Market Index Fund NFO. We explore the untapped potential of India's capital markets, the growth of retail investor participation, and the opportunity this fund offers for long-term investors. From the impact of digitisation and demat account openings to t...