Value Research

Value Research

By Value ResearchBusinessEducationInvesting
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Value Research episodes

  • 📈 Market Insights & Investment Strategy with Harsha Upadhyaya | Kotak AMC
    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

    26 min
  • Large-Cap Investing Reimagined: Inside Samco's Momentum Strategy with Viraj Gandhi
    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
    13 min
  • Navigating Market Volatility with Daylynn Pinto | Bandhan AMC's Investment Playbook

    '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

      29 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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