Value Research

To bet (or not) on fallen giants

When giants fall, only few rise again—choose wisely

The power of tax-driven savings

We shouldn't underestimate how tax policy shapes our financial future; the Union Budget should reflect this.

News is not your portfolio's friend

The DeepSeek affair shows why knee-jerk reactions to news rarely serve investors well

Navigating Market Turbulence: ICICI Pru’s Ihab Dalwai on Investing Amid Uncertainty

Join us as Ihab Dalwai, Fund Manager at ICICI Prudential AMC, shares his insights on navigating India’s volatile equity markets. With the Sensex down nearly 11% in the past four months, Dalwai discusses why market fluctuations are here to stay, what catalysts could drive a recovery, and his counter-cyclical investment philosophy. 

Discover his take on quality stocks, mid- and small-cap opportunities, and tactical asset allocation strategies for 2025. Whether you're a seasoned investor or just starting, this episode is packed with valuable insights!

 Tune in now and stay ahead of the markets!

#StockMarket #Investing #MarketVolatility #ICICIPru #MutualFunds #Sensex #Nifty #WealthManagement #InvestmentStrategy #PersonalFinance #MidCapStocks #SmallCapStocks #QualityInvesting #FundManagerInsights

Tags: Investing, Market Trends, Mutual Funds, ICICI Prudential Mutual Fund, Financial Planning, Tactical Asset Allocation, Investment Strategies, Equity Markets, Indian Economy, Wealth Creation, Value Research

With and without my ‘uncle’ hat

As India's investors get younger, some timeless wisdom is mixed with new realities

The algorithmic amplification of fear

Why social media is making a modest market decline feel like a huge crisis

Financial Planning 101: The Ultimate Guide for Millennials

Millennials, master the art of money management and start building your wealth—don't miss this episode!

Mastering Value Investing: Insights from PPFAS Fund Manager Raunak Onkar

How do India's top fund managers think about value investing? In this exclusive interview, Raunak Onkar, Fund Manager & Research Head at PPFAS Mutual Fund, shares his journey from an unconventional start in equity investing to managing the renowned Parag Parikh Flexicap Fund and ELSS Fund.

Raunak discusses key investment principles inspired by Warren Buffett and Benjamin Graham, portfolio strategies for navigating market cycles, and how PPFAS identifies emerging leaders amidst volatility. He also offers actionable tips for beginners on portfolio allocation, stock selection, and risk management.

 

 Key Takeaways:

• The art of portfolio construction and cash management
• Lessons learned from industry stalwarts Parag Parikh & Rajeev Thakkar
• Strategies for valuing companies and spotting market opportunities
• How to approach portfolio allocation and avoid common investor pitfalls

 

If you're an investor looking to sharpen your strategy—whether you're a beginner or a seasoned pro—this episode is packed with valuable insights.

 

 

#ValueResearch #ValueInvesting #PPFAS #PPFASMutualFund #RaunakOnkar #MutualFunds #StockMarket #InvestingInsights #ParagParikhFlexicap #ELSSFund #PortfolioManagement #WarrenBuffett #BenjaminGraham #FinancialPlanning

The old-fashioned art of the scam

Some scamsters still prefer the personal touch in an age of digital fraud

Your mutual funds need just these resolutions

For long-term investment success, these three basic principles matter more than market predictions