Value Research

Investing, fast and slow

We perceive negatives and positives very differently, and it affects our investing

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.

What and how

Growth investing requires patience, diligence and the right outlook

Some ruminations on bovine excreta

Bulls are not always welcome news for savers and investors

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? 

A twist in the gold story

The shift from dollars to gold

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.

Why are the markets jittery? What should you do?

What is causing the market jitters and how should you manage your investments during volatile markets? Watch Investors' Hangout and find out.

One day vs many years

Patience will always win over knee-jerk reactions

Exploring investment strategies with Charanjit Singh, Fund Manager, DSP Mutual Fund

In this insightful episode, we sit down with Charanjit Singh, Fund Manager at DSP Mutual Fund, who oversees the DSP ELSS Tax Saver, DSP Equity Opportunities, and DSP T.I.G.E.R. Fund, with combined assets of approximately Rs 27,600 crore. Charanjit discusses his journey into the financial markets, unveils his investment philosophy, and provides an in-depth analysis of the current market environment. Whether you're looking to sharpen your investment skills or understand the nuances of fund management, this interview offers valuable lessons in mutual fund investing.