Value Research

Value Research

By Value ResearchBusinessEducationInvesting
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Value Research episodes

  • Equity Insights with Harish Krishnan: Market Valuations & Strategies | Money Masters

    Join Value Research CEO Dhirendra Kumar in this exclusive episode of the Money Masters series as he interviews Harish Krishnan, Co-CIO and Head of Equity at Aditya Birla Sun Life AMC. Harish shares his fascinating journey from coding at Infosys to managing equity portfolios and the major shifts he's bringing to ABSL to enhance fund performance.

    Learn about the current high market valuations, factor-based investing, and the future of tech startups. Harish also offers his take on market resilience post-election, the sustainability of earnings growth, and the evolving role of technology in investment strategies.

    49 min
  • Navigating a Tough Market: Daylynn Pinto on Investment Strategy & PSU Stocks

    In this exclusive interview, Daylynn Pinto, Senior Fund Manager – Equity at Bandhan AMC, discusses his unique approach to navigating today's challenging market conditions. Pinto shares insights into his contrarian investing philosophy, the performance of the Bandhan ELSS Tax Saver Fund, and his cautious stance on new-age businesses. He also explains why he's been selective about investing in Public Sector Undertakings (PSUs) and how he balances risk and reward in his portfolio management. Tune in to hear valuable insights from a seasoned fund manager with over Rs 21,000 crore in assets under management.

    41 min
  • Rajeev Thakkar on Market Strategy: Why I’m Happy to Underperform & Other Insights

    In this in-depth interview, Rajeev Thakkar, CIO and Director of PPFAS AMC, shares his candid views on the current market landscape, new-age companies, and the performance of the Parag Parikh Flexi Cap Fund. Thakkar discusses his unique investment framework, the rationale behind holding significant cash, and why he's comfortable underperforming in a frothy market. He also sheds light on his approach to public sector companies, the potential in international equities, and the lessons learned from past mistakes. This podcast is a must-listen for anyone interested in understanding the nuances of value investing and long-term wealth creation.

    42 min

About Value Research

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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/

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