Value Research

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.

Warning signs in tiny IPOs

Investors need to distinguish between mere risk and likelihood of ruin

Should you bet on the SME frenzy?

SME IPOs are soaring, but should you invest in them? Watch this Investors' Hangout and learn how to navigate the risks and spot red flags before investing!

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.

The sweet spot in the middle

The unique potential and risks of mid-cap stocks

Old vs new investments

Are you drawn to the latest innovations in personal finance and investing? Resist the urge!

Gold ETFs: Is now the time to invest?

Watch this episode of Investors' Hangout to learn the benefits, risks, and everything else about investing in Gold ETFs!

The NPS tragedy

The new Unified Pension System results from two decades of lost opportunity in the NPS.

Rupesh Patel's Journey: From Engineer to Managing Rs 43,000 Crore at Nippon India MF

In this insightful podcast, we sit down with Rupesh Patel, Senior Fund Manager at Nippon India Mutual Fund, who manages an impressive Rs 43,000 crore. Rupesh shares his unique journey from civil engineering to finance, his strategic investment framework, and how he identifies opportunities in today's dynamic market. He also delves into the evolution of the Nippon India Growth Fund, his approach to navigating mid-cap investments, and the key lessons he's learned throughout his diverse career. Whether you're an experienced investor or just starting out, Rupesh's perspectives will provide valuable insights into the world of equity investing.

Is it a good time to invest in Multi-Asset Funds?

Is now the perfect moment to diversify with Multi-Asset Funds, or should you wait? Find out in this podcast.

#financialwisdom #mutualfunds #goldinvestment