Value Research

By Value ResearchBusiness Education Investing

Value Research episodes

May 12, 2025 Aditya Pagaria on Fixed Income Investing Amid Global Uncertainty | Axis Mutual Fund Insights
In this interview, Aditya Pagaria, Senior Fund Manager (Fixed Income) at Axis Mutual Fund, shares his outlook on the Indian debt market amidst recent RBI rate cuts and global economic uncertainty. He highlights the opportunities within the fixed-income space, advising investors on how to lock in higher yields, assess creditworthiness, and adapt to changing market conditions. Pagaria also discusses his strategic approach to managing debt portfolios, including the use of liquidity and tactical adjustments to capture the best returns in both rising and falling interest rate environments.

#FixedIncomeInvesting #AxisMutualFund #DebtFunds #ValueResearch #RBI #InflationControl #InterestRates #InvestingInIndia #InvestmentStrategy
22 min
May 10, 2025 Beyond borders, beyond rules
Investing in foreign stocks is about owning great businesses, not just avoiding domestic market downturns
5 min
May 09, 2025 Where to Invest ₹1 Crore Retirement Corpus?
Discover how to turn your ₹1 Crore retirement corpus into a steady income powerhouse—without sacrificing growth or security!
17 min
May 03, 2025 The vacation test for investments
Something is fundamentally wrong if you can't leave your portfolio alone for a week
6 min
May 02, 2025 What Should Be Your Fixed Income Strategy Now?
Is your fixed income strategy ready for today’s market? Join Dhirendra Kumar for expert insights on navigating uncertainty!
14 min
April 30, 2025 When markets fall, look within
Costly investing mistakes reveal more about us than the market
5 min
April 29, 2025 Kotak Mahindra MF's Abhishek Bisen Talks Stability and Opportunity in India's Debt Market
Join Abhishek Bisen, Head of Fixed Income at Kotak Mahindra Mutual Fund, in this exclusive interview as he shares his expert views on India’s resilient debt market amidst global volatility and RBI rate cuts. With 18 years of experience navigating market cycles, Abhishek highlights the key role of liquidity and risk management in bond investments. He discusses how India’s debt market remains stable and attractive, despite rising global yields, and provides valuable insights into asset allocation strategies for investors in today’s environment.
Tune in for a deep dive into fixed-income opportunities and strategies for navigating changing yields and inflation dynamics.
#ValueResearch #IndianDebtMarket #AbhishekBisen #KotakMahindra #FixedIncome #DebtInvestment #RiskManagement #BondYields #AssetAllocation #RBIRateCuts #InvestmentStrategy
Tags: Abhishek Bisen, Kotak Mahindra Mutual Fund, Fixed Income, Indian Bonds, Debt Market, Risk Management, Investment Strategy, RBI Rate Cuts, Yield Locking, Inflation, Asset Allocation, Portfolio Management, Value Research
25 min
April 29, 2025 The market noise machine
Panic sells, but Indian investors aren’t buying it
6 min
April 28, 2025 New sectors, old tricks
In the rush for 'hot' investments, corporate governance remains the bedrock of sustainable returns
6 min
April 27, 2025 From Data to Decisions: Nimesh Chandan’s InQuBe Edge to Outperform the Market
Value Research sits down with Nimesh Chandan, CIO at Bajaj Finserv Mutual Fund, to unravel his InQuBe framework—the fusion of informational, quantitative, and behavioural edges that powers contrarian, market‑beating investment decisions. Learn how Nimesh blends top‑down mega‑trend analysis with bottom‑up stock screeners, employs pre‑mortem valuation scenarios, and uses Kelly‑based position sizing alongside strict stop‑loss and event triggers.
#ValueResearch #BajajFinserv #NimeshChandan #InQuBe #EquityInvesting #AlphaGeneration #ContrarianInvesting #BehavioralFinance #PortfolioStrategy #MegaTrends
Tags: Nimesh Chandan, Bajaj Finserv Mutual Fund, Value Research, InQuBe Framework, Equity Markets, Risk Management, Top‑Down Investing, Bottom‑Up Stock Picking, Alpha Strategies, Contrarian Approach
31 min

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Value Research is an investment research company that has been empowering investors since 1991. For more from us, visit https://www.valueresearchonline.com/