Value Research

By Value ResearchBusiness Education Investing

Value Research episodes

June 08, 2024 A long, hard journey
Reflecting on a decade of economic transformation
4 min
June 07, 2024 Turning panic into profits
How simplicity is the key to navigating stormy markets
5 min
June 07, 2024 Top 5 reasons to invest in NPS
How has the NPS evolved over the years, what are the reasons to invest, and Top 5 benefits why it might be the right choice for your retirement?
12 min
June 04, 2024 Investing, fast and slow
We perceive negatives and positives very differently, and it affects our investing
5 min
June 03, 2024 Mastering the markets: A deep dive with Neelesh Surana, CIO at Mirae Asset
Join us as we delve into the dynamic world of finance with Neelesh Surana, the CIO of Mirae Asset Investment Managers, who manages a portfolio of Rs 54,250 crore.
In this insightful episode, Neelesh shares his journey from a budding finance enthusiast to a top fund manager, including his formative experiences with industry stalwarts at ASK Investment Managers and IL&FS Investments.
Discover the distinctive elements that have kept him at Mirae Asset for over 16 years and the investment philosophy that has driven the success of the Mirae Asset ELSS Tax Saver and Large & Midcap Fund. Neelesh also discusses his approach to stock selection, the strategic reasoning behind maintaining key holdings like HDFC Bank despite market fluctuations, and his perspectives on investing in new-age tech companies.
Whether you're a seasoned investor or new to the financial markets, this podcast provides valuable lessons on adapting to market changes and spotting the next big opportunities in investing.
32 min
May 31, 2024 What and how
Growth investing requires patience, diligence and the right outlook
5 min
May 31, 2024 Some ruminations on bovine excreta
Bulls are not always welcome news for savers and investors
5 min
May 31, 2024 Where to invest before election 2024 results?
With the PM hinting at a booming market after his government's comeback to power, is now the time to invest or to wait for the results?
10 min
May 28, 2024 A twist in the gold story
The shift from dollars to gold
5 min
May 27, 2024 Inside the strategy room: Shridatta Bhandwaldar on managing Canara Robeco's Multi-Billion equity portfolio
Join us on this exclusive episode as we sit down with Shridatta Bhandwaldar, Head of Equities at Canara Robeco Mutual Fund, who oversees an impressive Rs 78,800 crore in assets across 12 diverse funds.
Dive into Shridatta's journey from engineering to the forefront of financial markets, his critical learnings from the 2006 bull market and the 2008 financial crisis, and his strategic approach to today's challenging market conditions. Discover the rigorous criteria that guide his stock selections and learn how he balances high P/E concerns with opportunities for generating alpha. Shridatta also discusses his collaboration with co-fund managers and reveals his tactics for steering Canara Robeco’s flagship funds towards sustainable success.
Whether you're an investor looking to understand market dynamics or an enthusiast eager to learn from a seasoned fund manager, this podcast offers invaluable insights into professional equity management.
51 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/