Value Research

The financial media circus is back with its year-end predictions, and here's one more expert telling you to ignore experts

2024 taught us one thing: Uncertainty is the only certainty. Learn how to navigate volatile markets, stay invested, and make smart moves for 2025 with insights from Dhirendra Kumar.

In this insightful episode, Shibani Sircar Kurian, Senior Fund Manager and Head of Research-Equities at Kotak Mutual Fund shares her journey into equity investing and the key lessons learned over two decades of navigating volatile markets. She dives deep into her investment philosophy rooted in GARP (Growth at a Reasonable Price), managing Kotak's Contra and Focused Funds, and balancing value and growth strategies. Shibani also unpacks her thoughts on emerging themes like AI, healthcare, and Capex while advising on how to approach contrarian opportunities and avoid common pitfalls in investing.

Whether you're an investor or just starting your equity journey, this episode is packed with valuable insights to sharpen your perspective.

In volatile markets, the obsession with price movements can lead investors astray

How growing dividends can quietly build lasting wealth

Discover smart ways to secure your kids' future with expert advice from Dhirendra Kumar.

In this episode, we sit down with Manish Banthia, CIO-Fixed Income at ICICI Prudential AMC, to uncover how nearly two decades of navigating debt markets have shaped his investment philosophy. From tackling the 2008 global financial crisis to emerging credit risks and rate strategies, Banthia reveals why current inflation spikes aren’t a cause for alarm. He breaks down market cycles, explains credit risk management, and shares strategies for investors in today's volatile environment. Tune in for actionable insights on fixed-income investments and portfolio diversification.

Key Highlights:

• Why credit markets can’t afford to underestimate "tail risks"
• How India’s mid-cycle growth phase shapes interest rate strategies
• What makes target maturity funds a smart pick today
• Perspectives on managing US rate volatility and inflation

Hashtags:

#DebtMarkets #FixedIncome #InvestmentStrategies #Inflation #CreditRisks #ICICIPrudential #MutualFunds #InterestRates #TargetMaturityFunds #PodcastForInvestors

This new milestone amplifies its speculative trap

Why setting ‘unrealistic’ targets may be the ideal approach to wealth creation

Following market predictions, even accurate ones, matters less than having a sound investment strategy