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Контент предоставлен Value Research. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Value Research или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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Secrets of Smart Investing with Shibani Sircar Kurian: GARP, Contra, and Market Themes for 2025
Manage episode 457231689 series 3488085
Контент предоставлен Value Research. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Value Research или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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.
955 эпизодов
Поделиться
Manage episode 457231689 series 3488085
Контент предоставлен Value Research. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Value Research или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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.
955 эпизодов
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Похожие на Value Research
The Clever Investor Property Podcast is your go-to guide for smart property investing in Australia. Whether you’re a first-time investor or expanding your portfolio, we break down the strategies, market trends, and expert insights to help you build wealth through real estate. Delivered in bite-sized chunks, episode are no more than 20 minutes. Hosted by Owun Taylor an experienced property investor and strategist, this podcast covers: ✔️ Property market trends & economic insights ✔️ Investmen ...
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