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Value Research episodes
- Why Inflation Spikes Don't Worry ICICI Prudential's Fixed-Income CIOIn this episode, we sit down with Manish Banthia, CIO-Fixed Income at ICICI Prudential AMC, to uncover how nearly two decades of navigating debt markets have shaped his investment philosophy. From tackling the 2008 global financial crisis to emerging credit risks and rate strategies, Banthia reveals why current inflation spikes aren’t a cause for alarm. He breaks down market cycles, explains credit risk management, and shares strategies for investors in today's volatile environment. Tune in for actionable insights on fixed-income investments and portfolio diversification.
Key Highlights:
- Why credit markets can’t afford to underestimate "tail risks"
- How India’s mid-cycle growth phase shapes interest rate strategies
- What makes target maturity funds a smart pick today
- Perspectives on managing US rate volatility and inflation
Hashtags:#DebtMarkets #FixedIncome #InvestmentStrategies #Inflation #CreditRisks #ICICIPrudential #MutualFunds #InterestRates #TargetMaturityFunds #PodcastForInvestors46 min - 6 min
- Stretching towards the impossible
Why setting ‘unrealistic’ targets may be the ideal approach to wealth creation
5 min - The prophet of bubbles and the power of process
Following market predictions, even accurate ones, matters less than having a sound investment strategy
5 min - Krishna Sanghavi on Market Shifts, Sector Bets, and Equity Strategies
Join Krishna Sanghavi, Chief Investment Officer-Equity at Mahindra Manulife Mutual Fund, as he shares his seasoned insights on current market dynamics, the role of mid- and small-cap stocks, and why consolidation is key for sustainable growth. Discover his investment principles, sectoral bets, and strategies for navigating market corrections. Learn how he approaches valuations, earnings, and opportunities in the ever-changing equity landscape.
Hashtags:#EquityInvesting #MutualFunds #MarketInsights #KrishnaSanghavi #MahindraManulife #SectorOutlook #InvestmentStrategies #MidCapStocks #SmallCapStocks #FocusedFund #FinancialPlanning
Tags:Krishna Sanghavi, Mahindra Manulife Mutual Fund, Equity Investing, Mutual Funds India, Sectoral Bets, Market Valuations, Mid Cap Stocks, Small Cap Stocks, Investment Strategies, Sector Insights, Focused Fund, Market Corrections, Risk Management, Spotify Interview,
45 min - How to Invest in International Markets with Mutual Funds
Go global with your investments, learn how to invest in international markets via mutual funds with Dhirendra Kumar
8 min - 5 min
- Motilal Oswal Nifty Capital Market Index Fund NFO: Insights with Pratik Oswal
In this episode, Pratik Oswal, Chief of Passive Business at Motilal Oswal AMC, joins us to discuss the launch of the Motilal Oswal Nifty Capital Market Index Fund NFO. We explore the untapped potential of India's capital markets, the growth of retail investor participation, and the opportunity this fund offers for long-term investors. From the impact of digitisation and demat account openings to the future of financial habits in India, Pratik shares valuable insights into how this fund fits into an evolving investment landscape.
Hashtags: #MotilalOswal #NiftyCapitalMarketIndexFund #IndexFund #NFO #InvestingInIndia #RetailInvestors #FinancialMarkets #IndianStockMarket #MutualFunds #EquityInvestment #SIP #InvestingForGrowth #IndiaFinancialRevolution #PassiveInvesting #StockMarketTrends #InvestmentStrategy #ValueResearch
Tags: Motilal Oswal, Nifty Capital Market Index Fund, NFO, mutual funds, India capital markets, retail investors, investing in India, SIP, equity market, passive investing, thematic investing, financial markets, stock market trends, wealth creation, Value Research
17 min - Insurance, disease, and murder
Public anger against health insurers isn't just an American phenomenon
5 min - ICICI Prudential's Anish Tawakley on Value Investing, Innovation, and the Barbell StrategyJoin Anish Tawakley, Co-CIO of Equity at ICICI Prudential AMC, as he shares his unique approach to equity investing in this insightful episode of the Money Masters Series. With an impressive background at McKinsey, Barclays, and Credit Suisse, Anish discusses his transition to fund management and his research-driven investment strategies. From the Barbell Strategy to the ICICI Prudential Innovation Fund, he breaks down how he identifies opportunities in high-quality growth companies, value investing, and innovation-led sectors. He also explores how cyclical calls, small-cap opportunities, and manufacturing trends in India shape his portfolio decisions. Don't miss this in-depth conversation on navigating markets, balancing growth and value, and positioning for long-term success!Hashtags:
#AnishTawakley #ICICIPrudential #ValueInvesting #BarbellStrategy #InnovationFund #IndianEquities #CyclicalCalls #SmallCapInvesting #ICICIPrudentialAMC #MoneyMastersSeries #EquityInvesting #GrowthAndValue #ManufacturingIndia
Tags:Anish Tawakley, ICICI Prudential AMC, Value Investing, Barbell Strategy, Innovation Fund, Equity Investing, Small Cap Investing, Indian Stock Market, Market Cycles, Investment Strategy, Fund Manager Insights, Indian Manufacturing, Portfolio Management, Investment Trends, Money Masters Podcast, Growth vs Value Investing, Financial Podcast, Fund Manager Interviews, Research-driven Investing, India Economic Trends, Fund House Strategy
45 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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