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Value Research

Value Research
Mutual Funds
Investment Strategies
Retirement Planning
Investing
Market Volatility
India
Financial Planning
Indian Equity Markets
Investment Strategy
Asset Allocation
SEBI
Gold
National Pension System
Inflation
Warren Buffett
Equity Investment
Investment
SIP (systematic Investment Plan)
Artificial Intelligence
Retail Investors

Value Research is an investment research company that has been empowering investors since 1991. For more from us, visit www.valueresearchonline.com/

PublishesDailyEpisodes999Founded2 years ago
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InvestingEducationBusiness

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Latest Episodes

Education costs double every 6–7 years. Here's how to stay ahead.

Jesse Livermore, a trader on Wall Street, once said, "There are only two emotions in the market - hope and fear." However, the list includes doubt, suspicion, caution, confidence, fear, panic, despair, etc

In most spheres of life & especially so in the stock markets, the basic truth is that everyone will always work for their own benefits. And for an investor, this is the first lesson to be learned.

To fix a financial problem, ask who profits from it, not who suffers

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Recent Guests

Dheerendra Kumar
Investment researcher/analyst invited onto the podcast to discuss mutual fund rating framework and decision-making
Value Research Online
Episode: 5-Star to 3-Star. Should You Exit?
Dhirendra Kumar
Episode: Sold Your Home? Here's Where to Put the Money
Ramesh Mantri
CIO at WhiteOak Capital Mutual Fund
WhiteOak Capital
Episode: Not Bearish on IT Small and Mid Cap Alpha: WhiteOak Capital CIO Ramesh Mantri
Aditya Khemani
Fund manager at Invesco Mutual Fund
Invesco Mutual Fund
Episode: Invesco MF's Aditya Khemani on Earnings, Valuations, and Growth
Vinay Sharma
Senior Fund Manager at Nippon India Mutual Fund
Nippon India Mutual Fund
Episode: Innovation vs Flexi Cap Funds with Vinay Sharma | Investing Insights from Nippon India MF
Raghav Iyengar
CEO of 360 ONE Asset Management
360 ONE Asset Management
Episode: Inside 360 ONE’s Multi Asset Fund: Raghav Iyengar on Diversification, Volatility, and Smarter Investing
Meenakshi Dawar
Fund Manager at Nippon India Mutual Fund
Nippon India Mutual Fund
Episode: How Nippon India’s Meenakshi Dawar Navigates Value Traps and Finds New Growth Stories
Niket Shah
CIO at Motilal Oswal AMC
Motilal Oswal AMC
Episode: Motilal Oswal's Niket Shah on Market Valuations, Stock Picking & High-Conviction Investment Strategy
Chirag Setalvad
Head of Equities at HDFC Mutual Fund
HDFC Mutual Fund
Episode: Chirag Setalvad on Stock Picking, Valuations & the Evolution of HDFC AMC's Investment Strategy

Hosts

Virendra Kumar
Host of Value Research Podcast; Value Research. Also associated with the First Page column.
Direndra Kumar
In-house expert; host of the podcast; notable for retirement planning discussions and Value Research insights.

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Apple Podcasts
#150
India/Education

Talking Points

Recent interactions between the hosts and their guests.

Why Gold Failed Its Biggest Test
Q: Right now, many viewers are wondering what they were getting wrong by buying gold as a shield for their portfolio.
They bought gold mainly to chase performance rather than to hedge; gold moved with central-bank demand rather than as a reaction to genuine crisis risk, so it behaved more like an opportunistic bet than a defensive allocation.
SEBI's New Rules: What They Mean For You
Q: Now, what has actually changed for an investor under the new SEBI reforms?
The reforms shift to goal-oriented fund design, remove the separate retirement and children funds concept, promote true diversification over appearances, and mandate clearer labeling and differentiation for thematic and sectoral funds, plus introduction of life cycle/target maturity funds to align investments with specific timelines.
War, Wealth & What To Do
Q: What should an investor actually do this week given the scenario?
Review asset allocation carefully, consider your liquidity needs, and resist emotional reactions; history indicates that five years from now the scenario may look like an opportunity if you stayed the course and avoided selling at the bottom.
War, Wealth & What To Do
Q: Okay. So, is it time to load up on gold then?
Gold should be viewed as insurance, suggesting a modest allocation of 5-10% to gold as protection against uncertainty, but you should acquire this insurance before a crisis hits rather than after the fact.
War, Wealth & What To Do
Q: Let's begin this conversation with the war, which has already started. Or should I hit the panic button?
War acts as a stress test for markets, but history shows it is not the end of the world; equities may dip while bonds rally and gold often strengthens as a hedge, so the prudent approach is to assess risk tolerance and stay focused on long-term allocation rather than panic selling.

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Frequently Asked Questions About Value Research

What is Value Research about and what kind of topics does it cover?

The show centers on personal finance, investing, and financial markets, led predominantly by two hosts who share sharp, opinionated takes on policy, regulation, and market dynamics. Episodes cover regulatory shifts (such as mutual fund categorization and investor protection rules), real-world case studies of fraud and enforcement, and practical investing frameworks (dividend signals, retirement planning, asset allocation, and rebalancing). A recurring strength is translating complex policy and macro themes into actionable guidance for individual investors, while often exploring the behavioral and psychological aspects of investing. A notable trait is the host-driven cadence: confident, sometimes contrarian monologues that challenge conventi... more

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Which podcasts are similar to Value Research?

These podcasts share a similar audience with Value Research:

1. Moneycontrol Podcast
2. Top of the Morning
3. Finshots Daily
4. Daybreak
5. The Daily Brief

How many episodes of Value Research are there?

Value Research launched 2 years ago and published 999 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Value Research?

Recent guests on Value Research include:

1. Dheerendra Kumar
2. Dhirendra Kumar
3. Ramesh Mantri
4. Aditya Khemani
5. Vinay Sharma
6. Raghav Iyengar
7. Meenakshi Dawar
8. Niket Shah

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