Value Research

Markets in Turmoil: What Should Long-Term Investors Do Now?

The markets are in turmoil, with the Sensex crashing over 3,000 points amid global uncertainties like Trump's tariff shock and fears of a looming recession. So, what does this mean for long-term investors?

Building a Resilient Portfolio in Volatile Markets

Is your portfolio prepared for market volatility? Find out how to build resilience in our latest Investors' Hangout!

Compounding is more than maths

Rigid definitions can limit our understanding of how wealth grows

Strategic Investing Insights with Mayur Patel: Growth, Value, and Market Trends

Listen in to this conversation with Mayur Patel, Fund Manager at 360 ONE Asset, as he shares his journey from Tata Motors to managing investments, his approach to growth and value investing, and how his experience shapes the way he picks stocks for his portfolio. 

 

With insights on small-cap investing, sectoral trends, and key market opportunities, Mayur delves into the importance of capital efficiency, cash flow generation, and governance when selecting investments. He also discusses the impact of macroeconomic factors like government capex, consumer discretionary growth, and global risks. 

 

Tune in to learn how Mayur balances growth with value to consistently deliver strong returns.

 

#ValueResearch #MayurPatel #InvestingStrategy #GrowthVsValue #360ONEAsset #StockSelection #MarketTrends #InvestingInsights #IndianEquity #FundManagement #SmallCapStocks #InvestmentPhilosophy

Gems in the rubble

Quality small caps stand tall in this market downturn

Invert to succeed

Charlie Munger's mental tricks offer powerful investing wisdom

Is Your Portfolio Missing the Global Edge?

What if your portfolio is missing out on the world's biggest wealth creators? Watch this episode & find out!

Ashish Gupta on India's Growth, Axis AMC's Strategy & Navigating Market Challenges

In this insightful interview, Ashish Gupta, Chief Investment Officer at Axis Asset Management, discusses India’s growth trajectory, his strategy at Axis AMC, and how he navigates market corrections. With over two decades of experience, Gupta shares his thoughts on reshaping the firm’s investment approach, focusing on diversification, risk management, and long-term value creation. He also sheds light on how he remains optimistic about India's economic growth despite the current market challenges. 

 

Tune in to hear more about India's outlook, quality investing in a challenging market, and strategies to identify growth opportunities.

 

#AshishGupta #AxisAMC #IndianEconomy #InvestingInIndia #MarketOutlook #GrowthStory #FundManagement #InvestmentStrategy #AxisBluechip #MarketCorrection #IndiaGrowth #FinancialMarkets #ValueResearch

Building Wealth with Patience: Anand Shah’s Investment Philosophy & Journey

In this episode of Money Masters, Dhirendra Kumar moderates a deep dive into the investment philosophy of Anand Shah, CIO of PMS & AIF at ICICI Prudential Mutual Fund. With over 25 years of experience, Anand shares insights on building wealth through mutual funds, managing risk, and the importance of patience in investing. He takes us through his early career, the lessons learned from the dot-com bubble, and his framework for identifying strong businesses with sustainable growth. Tune in to understand how a bottom-up approach, a clear goal, and avoiding emotional decisions can lead to long-term investment success.

#ValueResearch #DhirendraKumar #MoneyMasters #AnandShah #InvestmentPhilosophy #WealthBuilding #PMS #MutualFunds #RiskManagement #LongTermInvesting #FinancialGoals #ICICIPrudential #InvestmentJourney #StockMarketSuccess #InvestmentStrategy

The power of questions

Success in investing comes from interrogating your decisions, not seeking certainty