Value Research

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 gro...

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...

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 F...

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 t...

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 i...

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 les...

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