Value Research

Value Research

By Value ResearchBusinessEducationInvesting
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Value Research episodes

  • Navigating Market Turbulence: ICICI Pru’s Ihab Dalwai on Investing Amid Uncertainty
    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
    27 min
  • Mastering Value Investing: Insights from PPFAS Fund Manager Raunak Onkar

    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

      47 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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