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The pigeon in every investor
Manage episode 454564469 series 3488085
内容由Value Research提供。所有播客内容(包括剧集、图形和播客描述)均由 Value Research 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
How random rewards create dangerous market superstitions
942集单集
Manage episode 454564469 series 3488085
内容由Value Research提供。所有播客内容(包括剧集、图形和播客描述)均由 Value Research 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
How random rewards create dangerous market superstitions
942集单集
所有剧集
×Ladies, secure your future—learn why retirement planning is a must and how to start today!
How should investors navigate today's volatile market? In this exclusive conversation, Harsha Upadhyaya, CIO-Equity at Kotak Mahindra AMC, shares his expert take on: Why market volatility persists despite an investor-friendly budget Key triggers for market recovery in the coming months The valuation outlook for large caps vs mid and small caps How Kotak AMC's investment philosophy balances growth and valuation Sectoral trends, multi-cap strategies, and new-age businesses Whether you're a seasoned investor or just starting, this episode offers valuable insights on equity investing, portfolio strategy, and market trends. Listen now to gain expert market perspectives! #StockMarket #Investing #MutualFunds #KotakAMC #EquityInvesting #LargeCap #MidCap #SmallCap #MarketVolatility #GrowthInvesting #InvestmentStrategy #ValueResearch…
Is it time for large caps to make a comeback? In this exclusive conversation, Viraj Gandhi, CEO of Samco Mutual Fund, explains why the Samco Large Cap Fund NFO takes a momentum-driven approach to large-cap investing. Why large caps are poised for strong returns How the CARE Momentum Strategy works The key to identifying stocks entering and exiting momentum Managing risks in momentum investing Why this fund could be a core portfolio holding Listen now and decide if it's time to rethink your large-cap strategy! #Investing #StockMarket #LargeCap #MomentumInvesting #SamcoMutualFund #MutualFunds #NFO #EquityInvesting #FundManagement #SmartInvesting #ValueResearch…
Market pessimism creates opportunities, but only for those who've trained themselves to yawn
When cheap stocks are bargains and when they’re just traps
Discover how diversification, asset allocation, & rebalancing can help you weather market storms.
'Volatility isn't the enemy—impatience is.' In this interview, we sit down with Daylynn Pinto, Senior Fund Manager (Equities) at Bandhan AMC, for an in-depth conversation on market volatility, shifting valuations, and finding value in uncertain times. Key Insights: Is Market Volatility Here to Stay? How investors should adapt What Will Trigger India's Next Market Rally? Will China Divert Foreign Capital Away from India? The Real Story Behind Bandhan Funds' Performance Where Pinto Sees Value in Today's Market His Contrarian Approach to Mid and Small-Cap Investing ' In volatile markets, it's not about timing the perfect moment—it's about staying strategic and patient.' — Daylynn Pinto Tune in now to gain insider insights and learn how a seasoned fund manager is positioning portfolios for future growth. #ValueResearch #Investing #DaylynnPinto #BandhanAMC #MarketVolatility #StockMarketIndia #EquityInvesting #MutualFunds #InvestmentStrategy #ValueInvesting #IndianMarkets…
When ‘passive’ funds require active decision-making, something is deeply wrong
What does it mean when even gold stored by governments is suspect?
Good investing is about patience, not constant activity.
Mid & Small Caps: Is the rally sustainable, or should you tread cautiously?
In this insightful episode, we sit down with Shridatta Bhandwaldar, Head of Equities at Canara Robeco Mutual Fund, to discuss the current state of the Indian equity markets, investment strategies, and sector outlooks. What's driving market volatility, and will it subside? The impact of global capital flows on Indian equities How valuations are shaping up across large, mid, and small caps Key triggers for economic growth in the coming quarters Sector-wise opportunities and risks after the recent market correction Shridatta also shares his investment philosophy, lessons learned from past market cycles, and strategies for navigating changing market dynamics. Whether you're a seasoned investor or just starting, this conversation is packed with valuable insights. Tune in now for expert market perspectives! #ValueResearch #Investing #StockMarket #MutualFunds #MarketVolatility #EquityMarkets #InvestmentStrategy #WealthBuilding #IndianEconomy #FinancePodcast #ShridattaBhandwaldar #CanaraRobecoMutualFund…
Why being a patient investor can do wonders for your wealth
With tax incentives fading, will your savings survive the spending surge? find out how to protect your financial future!

1 Exploring Factor Investing and Its Impact on Fund Performance | Bharat Lahoti, Edelweiss Mutual Fund 30:53
In this episode, Bharat Lahoti, Co-Head of Factor Investing at Edelweiss Mutual Fund, reveals how multi-factor models drive consistent performance, even in today’s volatile market conditions. Learn how Edelweiss Large-Cap Fund outperforms the BSE100, the strategy behind the Edelweiss IPO Fund, and why factor investing is key to beating inflation with lower volatility. Bharat also shares valuable insights on: The power of diversification and sectoral rotation in fund performance How multi-factor models outperform single-factor funds in the long run Tips for selecting factor funds in current market conditions Why Edelweiss Large-Cap Fund consistently delivers better returns Tune in for a deep dive into the world of factor investing and actionable tips to improve your investment strategy. Listen now and subscribe for more expert investment advice! FactorInvesting #EdelweissMutualFund #StockMarket #InvestingTips #BharatLahoti #InvestmentStrategies #FundManagement #LongTermInvesting #MarketTrends #FinancialPlanning #ValueResearch…
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