Value Research

'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

We shouldn't underestimate how tax policy shapes our financial future; the Union Budget should reflect this.

The DeepSeek affair shows why knee-jerk reactions to news rarely serve investors well

Join us as Ihab Dalwai, Fund Manager at ICICI Prudential AMC, shares his insights on navigating India’s volatile equity markets. With the Sensex down nearly 11% in the past four months, Dalwai discusses why market fluctuations are here to stay, what catalysts could drive a recovery, and his counter-cyclical investment philosophy.  Discover his take on quality stocks, mid- and small-cap opportuniti...

As India's investors get younger, some timeless wisdom is mixed with new realities

Why social media is making a modest market decline feel like a huge crisis

Millennials, master the art of money management and start building your wealth—don't miss this episode!

How do India's top fund managers think about value investing? In this exclusive interview, Raunak Onkar, Fund Manager & Research Head at PPFAS Mutual Fund, shares his journey from an unconventional start in equity investing to managing the renowned Parag Parikh Flexicap Fund and ELSS Fund. Raunak discusses key investment principles inspired by Warren Buffett and Benjamin Graham, portfolio stra...

Some scamsters still prefer the personal touch in an age of digital fraud

For long-term investment success, these three basic principles matter more than market predictions