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Value Research episodes
- The ULIP illusion returns
That viral comparison conveniently omits what matters most: your money and your family's protection
6 min - 5 min
- SIP Engine Still Strong — How to Play a Cooler Market
SIPs are steady, markets are cooling — is this a red flag or the healthiest thing that could happen to your money?
12 min - 5 min
- How to Plan SWP from ₹10 Lakh for Regular Income?
Want ₹10,000 a month from ₹10 lakh? Discover the real risks and sustainability on Investors' Hangout.
13 min - 6 min
- 6 min
- India's Valuation Premium, Mid and Small Cap Caution, and GARP Investing with Franklin Templeton's Ajay ArgalIn 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 explains why India’s long-standing valuation premium over other emerging markets is rooted in fundamentals like higher GDP growth and consistently strong return on equity.
He also discusses:
Why India's valuation premium remains justified, though not excessive.
The risks still present in mid- and small-cap segments despite recent corrections.
How the QGSV framework (quality, growth, sustainability, valuation) and GARP style guide investment decisions.
How Franklin Templeton evaluates sustainability, long-term growth, and management quality across cycles.
The rationale behind the current large-cap tilt in funds like Focused, Value, and Dividend Yield, and how style cycles affect short-term performance.
This conversation offers valuable insights for mutual fund investors, equity market enthusiasts, and anyone looking to understand how professional fund managers navigate valuations, style shifts, and market cycles in India.
42 min - Queue psychology and wealth
Why the iPhone frenzy reveals everything wrong with our spending priorities
5 min - Make your will today
The Sunjay Kapur estate battle shows why proper will-making matters - and why India needs blockchain authentication
6 min
About Value Research
From the publisher's feed
Value Research is an investment research company that has been empowering investors since 1991. For more from us, visit https://www.valueresearchonline.com/
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