Value Research

When investing morphs into betting, everyone loses except the house

Confused by market noise? Learn how to invest smartly amid chaos and cut through the hype!

Why human emotions can be our own worst enemy

Market turmoil from tariff wars offers a masterclass in investor psychology

Even skeptics may need to reconsider gold's role in a changing global financial order

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?

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

Rigid definitions can limit our understanding of how wealth grows

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.

 

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Quality small caps stand tall in this market downturn