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Nội dung được cung cấp bởi Value Research. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Value Research hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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State Secrets: Inside The Making Of The Electric State


1 The Secret To Getting Inspired: Millie Bobby Brown & Chris Pratt Go Behind The Scenes 21:04
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Step into the mysterious and visually stunning world of The Electric State as host Francesca Amiker takes you behind the scenes with the creative masterminds who brought Simon Stålenhag’s dystopian vision to life. In this premiere episode, directors Joe and Anthony Russo, stars Millie Bobby Brown and Chris Pratt, writers Christopher Markus and Stephen McFeely, and producers Angela Russo-Otstot and Chris Castaldi reveal how they transformed a haunting graphic novel into an epic cinematic experience. Watch The Electric State coming to Netflix on March 14th. Check out more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…
The Rs 250 SIP: expanding access and growing complexity
Manage episode 440122926 series 3488085
Nội dung được cung cấp bởi Value Research. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Value Research hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
SEBI's initiative opens doors, but increasing fund complexity may slam them shut
968 tập
Manage episode 440122926 series 3488085
Nội dung được cung cấp bởi Value Research. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Value Research hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
SEBI's initiative opens doors, but increasing fund complexity may slam them shut
968 tập
Tất cả các tập
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Value Research

1 Market Volatility and Factor Investing: Insights from Bhavesh Jain of Edelweiss MF 32:39
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In this insightful podcast, Bhavesh Jain, Co-Head of Factor Investing at Edelweiss Mutual Fund, discusses how global factors, like US tariff measures and geopolitical tensions, are impacting market volatility and Indian equities. He explains the fund house's approach to multi-cap investing, with a focus on growth, quality, value, and momentum, and shares how this factor-based strategy helps the fund navigate volatile markets. Bhavesh also provides valuable insights on diversified portfolios, the importance of asset allocation, and how retail investors can manage risk during market turbulence. Tune in to learn how disciplined, long-term investing and a well-balanced portfolio can provide protection against market volatility and generate consistent returns. #FactorInvesting #BhaveshJain #EdelweissMF #MarketVolatility #InvestmentStrategy #EquityInvestment #IndianEquities #AssetAllocation #SIP #PortfolioDiversification #InvestingWisdom #MutualFunds #FinancialPodcast #ValueResearch Tags: factor investing, Bhavesh Jain, Edelweiss Mutual Fund, market volatility, equity investing, portfolio diversification, asset allocation, investment strategies, retail investing, mutual fund podcast, financial planning, risk management, investment advice, SIP, gold investment, market recovery, economic growth, Indian markets, Value Research…
When investing morphs into betting, everyone loses except the house
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Value Research

1 Investing in Chaos: Cut the Hype, Ignore the Noise! 21:29
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Confused by market noise? Learn how to invest smartly amid chaos and cut through the hype!
Why human emotions can be our own worst enemy
Market turmoil from tariff wars offers a masterclass in investor psychology
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Even skeptics may need to reconsider gold's role in a changing global financial order
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Value Research

1 Markets in Turmoil: What Should Long-Term Investors Do Now? 7:34
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The markets are in turmoil, with the Sensex crashing over 3,000 points amid global uncertainties like Trump's tariff shock and fears of a looming recession. So, what does this mean for long-term investors?
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1 Building a Resilient Portfolio in Volatile Markets 15:12
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Is your portfolio prepared for market volatility? Find out how to build resilience in our latest Investors' Hangout!
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Rigid definitions can limit our understanding of how wealth grows
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1 Strategic Investing Insights with Mayur Patel: Growth, Value, and Market Trends 32:14
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Listen in to this conversation with Mayur Patel, Fund Manager at 360 ONE Asset, as he shares his journey from Tata Motors to managing investments, his approach to growth and value investing, and how his experience shapes the way he picks stocks for his portfolio. With insights on small-cap investing, sectoral trends, and key market opportunities, Mayur delves into the importance of capital efficiency, cash flow generation, and governance when selecting investments. He also discusses the impact of macroeconomic factors like government capex, consumer discretionary growth, and global risks. Tune in to learn how Mayur balances growth with value to consistently deliver strong returns. #ValueResearch #MayurPatel #InvestingStrategy #GrowthVsValue #360ONEAsset #StockSelection #MarketTrends #InvestingInsights #IndianEquity #FundManagement #SmallCapStocks #InvestmentPhilosophy…
Quality small caps stand tall in this market downturn
Charlie Munger's mental tricks offer powerful investing wisdom
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1 Is Your Portfolio Missing the Global Edge? 9:47
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What if your portfolio is missing out on the world's biggest wealth creators? Watch this episode & find out!
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1 Ashish Gupta on India's Growth, Axis AMC's Strategy & Navigating Market Challenges 45:12
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In this insightful interview, Ashish Gupta, Chief Investment Officer at Axis Asset Management, discusses India’s growth trajectory, his strategy at Axis AMC, and how he navigates market corrections. With over two decades of experience, Gupta shares his thoughts on reshaping the firm’s investment approach, focusing on diversification, risk management, and long-term value creation. He also sheds light on how he remains optimistic about India's economic growth despite the current market challenges. Tune in to hear more about India's outlook, quality investing in a challenging market, and strategies to identify growth opportunities. #AshishGupta #AxisAMC #IndianEconomy #InvestingInIndia #MarketOutlook #GrowthStory #FundManagement #InvestmentStrategy #AxisBluechip #MarketCorrection #IndiaGrowth #FinancialMarkets #ValueResearch…
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Value Research

1 Building Wealth with Patience: Anand Shah’s Investment Philosophy & Journey 58:49
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In this episode of Money Masters, Dhirendra Kumar moderates a deep dive into the investment philosophy of Anand Shah, CIO of PMS & AIF at ICICI Prudential Mutual Fund. With over 25 years of experience, Anand shares insights on building wealth through mutual funds, managing risk, and the importance of patience in investing. He takes us through his early career, the lessons learned from the dot-com bubble, and his framework for identifying strong businesses with sustainable growth. Tune in to understand how a bottom-up approach, a clear goal, and avoiding emotional decisions can lead to long-term investment success. #ValueResearch #DhirendraKumar #MoneyMasters #AnandShah #InvestmentPhilosophy #WealthBuilding #PMS #MutualFunds #RiskManagement #LongTermInvesting #FinancialGoals #ICICIPrudential #InvestmentJourney #StockMarketSuccess #InvestmentStrategy…
Success in investing comes from interrogating your decisions, not seeking certainty
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1 5 Rules to Build Wealth with Mutual Funds 14:41
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Want to build lasting wealth with mutual funds? Don’t miss the 5 essential rules in this podcast of Investors' Hangout!
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1 Chandraprakash Padiyar on Tata Asset Management's Small-Cap Success and Investment Strategies 49:49
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In this interview, we sit down with Chandraprakash Padiyar, Senior Fund Manager at Tata Asset Management, to discuss his investment philosophy, his approach to managing small-cap funds, and how he navigates market volatility. With nearly 25 years of experience in equity markets, Padiyar shares his insights on growth at a reasonable price (GARP), the importance of free cash generation, and why selective stock-picking is key to long-term success. Tune in to hear how Tata's small-cap fund has held up well during market corrections and what Padiyar believes are the secrets to successful investing in today's market environment. #ChandraprakashPadiyar #TataAssetManagement #SmallCapInvesting #GrowthAtReasonablePrice #InvestingPhilosophy #MarketVolatility #FundManagerInsights #MutualFunds #InvestmentStrategy #ValueResearch…
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Value Research

1 Harshad Borawake on Mirae Asset's Strategy & Market Outlook: Navigating the Challenges 26:15
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In this exclusive interview, we dive into an insightful conversation with Harshad Borawake, Head of Research and Fund Manager at Mirae Asset Investment Managers. With nearly 20 years of experience in fund management, Borawake shares his perspectives on navigating the recent market correction, his growth-at-a-reasonable-price (GARP) investment philosophy, and how Mirae's hybrid funds are adapting to the evolving market dynamics. He also discusses the impact of government policies, sector-specific trends, and the steps being taken to improve fund performance in a challenging environment. Tune in to hear valuable insights on investing during times of volatility, focusing on quality businesses, and adapting to market changes. #HarshadBorawake #MiraeAsset #InvestmentStrategy #FundManagement #MarketCorrection #HybridFunds #GARP #StockPicking #InvestmentPhilosophy #LongTermInvesting #FinancePodcast…
The Nobel laureate's last decision offers profound insights for investors
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Buffett's wisdom requires expertise most of us don't have
Why you shouldn’t be scared of the ongoing small-cap downturn
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1 Holi Hai! But Is Your Portfolio in the Red? 15:24
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Recent market corrections have left many portfolios 'red'. But don't worry, it's not the end! In this week's Investors' Hangout we will teach you how to get your portfolio back on track!
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
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1 Retirement Planning: Why Women Should Start Early 18:43
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Ladies, secure your future—learn why retirement planning is a must and how to start today!
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1 📈 Market Insights & Investment Strategy with Harsha Upadhyaya | Kotak AMC 25:12
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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 growth and valuation Sectoral trends, multi-cap strategies, and new-age businesses Whether you're a seasoned investor or just starting, this episode offers valuable insights on equity investing, portfolio strategy, and market trends. Listen now to gain expert market perspectives! #StockMarket #Investing #MutualFunds #KotakAMC #EquityInvesting #LargeCap #MidCap #SmallCap #MarketVolatility #GrowthInvesting #InvestmentStrategy #ValueResearch…
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1 Large-Cap Investing Reimagined: Inside Samco's Momentum Strategy with Viraj Gandhi 12:38
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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 Why this fund could be a core portfolio holding Listen now and decide if it's time to rethink your large-cap strategy! #Investing #StockMarket #LargeCap #MomentumInvesting #SamcoMutualFund #MutualFunds #NFO #EquityInvesting #FundManagement #SmartInvesting #ValueResearch…
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
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Discover how diversification, asset allocation, & rebalancing can help you weather market storms.
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1 Navigating Market Volatility with Daylynn Pinto | Bandhan AMC's Investment Playbook 28:52
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'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 Foreign Capital Away from India? The Real Story Behind Bandhan Funds' Performance Where Pinto Sees Value in Today's Market His Contrarian Approach to Mid and Small-Cap Investing ' In volatile markets, it's not about timing the perfect moment—it's about staying strategic and patient.' — Daylynn Pinto Tune in now to gain insider insights and learn how a seasoned fund manager is positioning portfolios for future growth. #ValueResearch #Investing #DaylynnPinto #BandhanAMC #MarketVolatility #StockMarketIndia #EquityInvesting #MutualFunds #InvestmentStrategy #ValueInvesting #IndianMarkets…
When ‘passive’ funds require active decision-making, something is deeply wrong
What does it mean when even gold stored by governments is suspect?
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Good investing is about patience, not constant activity.
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Mid & Small Caps: Is the rally sustainable, or should you tread cautiously?
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1 Market Volatility, Investment Strategies & Sector Outlook with Shridatta Bhandwaldar 42:23
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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 triggers for economic growth in the coming quarters Sector-wise opportunities and risks after the recent market correction Shridatta also shares his investment philosophy, lessons learned from past market cycles, and strategies for navigating changing market dynamics. Whether you're a seasoned investor or just starting, this conversation is packed with valuable insights. Tune in now for expert market perspectives! #ValueResearch #Investing #StockMarket #MutualFunds #MarketVolatility #EquityMarkets #InvestmentStrategy #WealthBuilding #IndianEconomy #FinancePodcast #ShridattaBhandwaldar #CanaraRobecoMutualFund…
Why being a patient investor can do wonders for your wealth
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1 Tax Relief Today, Savings Crisis Tomorrow? 13:18
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With tax incentives fading, will your savings survive the spending surge? find out how to protect your financial future!
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1 Exploring Factor Investing and Its Impact on Fund Performance | Bharat Lahoti, Edelweiss Mutual Fund 30:53
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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 insights on: The power of diversification and sectoral rotation in fund performance How multi-factor models outperform single-factor funds in the long run Tips for selecting factor funds in current market conditions Why Edelweiss Large-Cap Fund consistently delivers better returns Tune in for a deep dive into the world of factor investing and actionable tips to improve your investment strategy. Listen now and subscribe for more expert investment advice! FactorInvesting #EdelweissMutualFund #StockMarket #InvestingTips #BharatLahoti #InvestmentStrategies #FundManagement #LongTermInvesting #MarketTrends #FinancialPlanning #ValueResearch…
Often, knowing what not to invest in is more valuable than knowing what to invest in
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1 Tax incentives: A debate on habit formation 5:01
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Critics call for financial freedom of choice, but experience suggests that behavioural nudges create lasting investment habits
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1 5 Common Mistakes That Tank Your Returns 13:42
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If you've ever second-guessed your investment decisions, this episode of Investors' Hangout is a must-watch!
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1 From Engineer to Investment Leader: Mahesh Patil on Stock-Picking, Risk, and Market Trends 40:31
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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 lessons he has learned over two decades in the industry. Listen now to gain expert insights into equity investing, risk management, and portfolio construction! #Investing #StockMarket #MutualFunds #FinancePodcast #WealthManagement #EquityResearch #MarketTrends #MaheshPatil #FundManagement #AdityaBirlaSunLifeAMC #ValueResearch Tags: Mahesh Patil, Aditya Birla Sun Life AMC, Investing, Stock Market, Mutual Funds, Finance, Equity Investing, Portfolio Management, Risk Management, Market Trends, GARP Strategy, Large Cap Funds, Wealth Creation…
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1 Tax relief brings cheer, but savings could take a hit 5:19
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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
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1 Union Budget 2025: Key Takeaways & Insights with Dhirendra Kumar 9:08
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Union Budget 2025 decoded! Find out what it means for YOUR money with Dhirendra Kumar – Watch now!
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When giants fall, only few rise again—choose wisely
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We shouldn't underestimate how tax policy shapes our financial future; the Union Budget should reflect this.
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The DeepSeek affair shows why knee-jerk reactions to news rarely serve investors well
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Value Research

1 Navigating Market Turbulence: ICICI Pru’s Ihab Dalwai on Investing Amid Uncertainty 26:27
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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 opportunities, and tactical asset allocation strategies for 2025. Whether you're a seasoned investor or just starting, this episode is packed with valuable insights! Tune in now and stay ahead of the markets! #StockMarket #Investing #MarketVolatility #ICICIPru #MutualFunds #Sensex #Nifty #WealthManagement #InvestmentStrategy #PersonalFinance #MidCapStocks #SmallCapStocks #QualityInvesting #FundManagerInsights Tags: Investing, Market Trends, Mutual Funds, ICICI Prudential Mutual Fund, Financial Planning, Tactical Asset Allocation, Investment Strategies, Equity Markets, Indian Economy, Wealth Creation, Value Research…
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As India's investors get younger, some timeless wisdom is mixed with new realities
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Why social media is making a modest market decline feel like a huge crisis
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Value Research

1 Financial Planning 101: The Ultimate Guide for Millennials 17:00
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Millennials, master the art of money management and start building your wealth—don't miss this episode!
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1 Mastering Value Investing: Insights from PPFAS Fund Manager Raunak Onkar 46:03
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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 strategies for navigating market cycles, and how PPFAS identifies emerging leaders amidst volatility. He also offers actionable tips for beginners on portfolio allocation, stock selection, and risk management. Key Takeaways: The art of portfolio construction and cash management Lessons learned from industry stalwarts Parag Parikh & Rajeev Thakkar Strategies for valuing companies and spotting market opportunities How to approach portfolio allocation and avoid common investor pitfalls If you're an investor looking to sharpen your strategy—whether you're a beginner or a seasoned pro—this episode is packed with valuable insights. #ValueResearch #ValueInvesting #PPFAS #PPFASMutualFund #RaunakOnkar #MutualFunds #StockMarket #InvestingInsights #ParagParikhFlexicap #ELSSFund #PortfolioManagement #WarrenBuffett #BenjaminGraham #FinancialPlanning…
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Some scamsters still prefer the personal touch in an age of digital fraud
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1 Your mutual funds need just these resolutions 5:27
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For long-term investment success, these three basic principles matter more than market predictions
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1 NFO Spotlight: Groww's Railways PSU Fund – CEO Varun Gupta Shares Insights 13:48
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Are Indian railways the next big investment opportunity? Listen in to an exclusive conversation with Varun Gupta, CEO of Groww Mutual Fund, as he delves into the launch of the Groww Nifty India Railways PSU Index Fund. Learn how India's railway sector presents a compelling investment opportunity driven by significant government infrastructure spending, extensive modernisation initiatives, and transformative plans for both freight and passenger services. Whether you're a seasoned investor or just exploring thematic funds, this episode is packed with actionable insights. Topics covered: The transformation of India's railways ecosystem Government's ambitious railway growth plans (Vande Bharat, bullet trains, freight corridors) Benefits and risks of investing in the Nifty India Railways PSU Index Fund Why this fund is a satellite allocation, not a core portfolio play Don't miss this deep dive into the railways sector and its investment potential! #Investing #IndianRailways #ThematicFunds #Groww #MutualFunds #GrowwMutualFund #PSUInvestments #NiftyRailways #RailwayStocks #IndiaGrowthStory #ETFs #ValueResearch #NFO #NewFundOffer…
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1 Market Turbulence: Should You Stay Invested or Make a Move? 13:03
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Markets are falling—will you panic or profit from the opportunity? Find out how in this podcast from Dhirendra Kumar.
Why your mutual fund collection probably needs a weight-loss programme
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