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Mastering Equity Research: Insights from Anish Tawakley of ICICI Prudential Mutual Fund
Manage episode 425263194 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。
Join us in this insightful interview with Anish Tawakley, Deputy CIO-Equity at ICICI Prudential Mutual Fund. Discover how he seamlessly transitioned from management consulting to equity research, driven by his deep passion for business analysis. Currently overseeing six diverse funds, including the prominent ICICI Prudential Bluechip Fund, Anish Tawakley shares his expert views on various topics. Learn about his scepticism towards the popular GARP strategy, his focus on cyclical economic turning points, and why he's underweight on banks. Tune in for valuable perspectives from a seasoned economist and equity research leader.
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Manage episode 425263194 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。
Join us in this insightful interview with Anish Tawakley, Deputy CIO-Equity at ICICI Prudential Mutual Fund. Discover how he seamlessly transitioned from management consulting to equity research, driven by his deep passion for business analysis. Currently overseeing six diverse funds, including the prominent ICICI Prudential Bluechip Fund, Anish Tawakley shares his expert views on various topics. Learn about his scepticism towards the popular GARP strategy, his focus on cyclical economic turning points, and why he's underweight on banks. Tune in for valuable perspectives from a seasoned economist and equity research leader.
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