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Value Research

Value Research
Mutual Funds
Investment Strategies
Retirement Planning
Investing
India
SEBI
Market Volatility
National Pension System
Stock Market
SIP (systematic Investment Plan)
Gold
Inflation
Investment
Asset Allocation
Financial Planning
Systematic Investment Plan
Warren Buffett
Investment Principles
Compounding
Artificial Intelligence

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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InvestingBusinessEducation

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Latest Episodes

Forget the trillions being bet on AI. The revolution that matters is the one you can build for yourself, for free, right now.

The PM appealed against gold on Sunday. Customs duty rose 15 per cent today. By evening, HDFC withdrew its Gold and Silver NFO. Here is what to do about your portfolio.

What you can do right now, without waiting for any rule to pass.

The market misprices stocks using outdated assumptions. The opportunity lies in that gap.

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Recent Guests

Nassim Taleb
Author and scholar of randomness, known for The Black Swan
Independent author and thinker
Episode: Process vs Randomness
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
Atul Bhole
Fund Manager at Kotak Mutual Fund
Kotak Mutual Fund
Episode: Market Signals, Smart Bets: Atul Bhole of Kotak MF on What’s Next for Equities
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

Host

Dhirendra Kumar
Host of First Page (Value Research) with frequent leadership in discussions on investing, retirement, and market dynamics.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#110
India/Education

Talking Points

Recent interactions between the hosts and their guests.

This Crisis Is Different. How to Deal With It.
Q: Is it still appropriate to invest in equity for the long term in light of this crisis?
Yes, equity remains the long-term beneficiary story due to demographic and productivity growth, but maintain a documented plan that matches your timeline and risk tolerance, and avoid knee-jerk reactions.
This Crisis Is Different. How to Deal With It.
Q: If I have a retirement shortfall, what should be my priority in the near term?
Focus on a conservative asset allocation, reduce equity exposure if necessary, and ensure withdrawals are sustainable, aiming to protect capital first while planning a gradual rebalancing as the market stabilizes.
PM Said: Don't Buy Gold. Should You Sell Yours?
Q: What should investors do right now according to the expert?
Do nothing drastic: don't sell gold funds, don't rush into new gold purchases, and avoid panicking; maintain your portfolio, especially international exposure, and monitor rupee movements and policy developments.
PM Said: Don't Buy Gold. Should You Sell Yours?
Q: What is it about the PM's appeals and the broader context for Indian investors?
The guest explains that the seven appeals hinge on defending the rupee amid global disruptions, and that investors should not overreact; instead, focus on currency signals, policy direction, and keeping a balanced approach with existing international exposure.
SIP Plan For Your Child's Education
Q: What mistakes do parents commonly make when saving for college?
Postponing the start, stopping after the first setback, and letting greed or market timing derail plans; the recommended approach is to start now, automate SIPs, and avoid overreacting to short-term market movements.

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Frequently Asked Questions About Value Research

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

The episodes center on long-horizon investing in the Indian context, with a strong emphasis on disciplined strategies during volatility, retirement planning, and prudent asset allocation. Key themes include staying invested through crises, evaluating the role of gold as insurance rather than growth, the impact of policy and currency dynamics on portfolios, and practical guidance for SIPs and mutual funds. Across episodes, practical takeaways stress risk awareness, avoiding panic moves, and focusing on value-driven ideas like international diversification, systematic investing, and maintaining a balanced mix of growth and safety assets. A notable thread is a preference for patient, evidence-based approaches over reactive trading, making it u... 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. Finshots Daily
3. Daybreak
4. Top of the Morning
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. Nassim Taleb
2. Dhirendra Kumar
3. Ramesh Mantri
4. Aditya Khemani
5. Vinay Sharma
6. Raghav Iyengar
7. Atul Bhole
8. Meenakshi Dawar

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