Interview

On NDTV-Profit discussing mid-small cap valuations, turnaround sectors and Gold

by

Had a detailed chat about the current state of markets, valuations and Gold with the folks at NDTV Profit đŸ’¡ Despite the 15-20% correction since October, why markets are still expensive, especially the mid and small caps, and to keep return expectations low for the next 12-18 months đŸ’¡At $15B, FII selling in just the … Read more

Let’s talk investing with Raunak Onkar

by

In the ‘Let’s talk investing‘ series, I spoke with Raunak Onkar, head of Research, and Fund Manager at PPFAS Mutual Fund. In this series, I write about my conversations with investment practitioners, people with real-world investment decision-making experience. My objective in these conversations is to understand their investment philosophy and process, to demystify, at least … Read more