In this environment of uncertainty, it's more important than ever for investors to think outside the box. Welcome to The Outthinking Investor, an award-winning podcast from PGIM that examines past events, present-day opportunities, and future possibilities across global capital markets. In Season 5, hosted by Toby Ricketts, experts from PGIM and the investment world bring unique perspectives as we explore a fast-changing landscape of investment opportunities and risks. Join us as we take a d ...
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Speaking of Alternatives is an original podcast from PGIM, providing a global perspective on the rich and diverse landscape of alternative investments. Each month, leading experts join host Keshav Rajagopalan, Managing Director, Head of Product & Strategy at PGIM Multi-Asset Solutions, to cut through the complexities and get to the heart of alternative investing. Together they look beyond the headlines and scrutinise the latest trends and strategies driving this important asset class.
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Looking for timely information on fixed income trends and market opportunities? PGIM Fixed Income is proud to bring you, All the Credit. Each month, All the Credit features new guests that cover what matters most in global fixed income and how it could impact your portfolio.
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When the future becomes increasingly uncertain, investors need to cut through the noise and think beyond the obvious answers. In season three of The OUTThinking Investor, an award-winning podcast from PGIM, global thought leaders and PGIM experts will bring their unique perspectives for the year ahead and beyond. Is inflation finally on the retreat? Can labor markets withstand an economic slowdown and demographic headwinds? Will the tense geopolitical climate ease or escalate? What is the ou ...
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In Fixed on ESG, PGIM Fixed Income’s rotating lineup of ESG-expert hosts explore the latest topics and trends of ESG investing. We’ll provide our take on the investment implications and value opportunities we see in this space and how changes in the market may directly affect our decision making. Subscribe to hear from PGIM Fixed Income thought leaders, as well as industry professionals and some of our clients.
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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com) (https://moneyandme.pgimindiamf.com/) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their l ...
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Due to rapid globalisation of commerce, financial markets are interconnected like never before. It’s hard to reliably time markets in any economic environment but actionable insights can unlock opportunities. At PGIM India, our focus has always been on the long-term trends that can help lead to unique and untapped investment opportunities. We provide access to active investment strategies in the pursuit of consistent performance and market expertise to meet our clients' needs. PGIM India off ...
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Value Research is an investment research company that has been empowering investors since 1991. For more from us, visit https://www.valueresearchonline.com/
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Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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We go on-the-ground to hear first-hand what top selectors and managers are focusing on.
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Vinay Paharia of PGIM India Mutual Fund on the Rebound of High-Quality Stocks and India's Equity Market Outlook for 2025
33:50
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33:50In this insightful podcast, Vinay Paharia, Chief Investment Officer (CIO) at PGIM India Mutual Fund, discusses the key drivers behind the recent rebound in Indian equity markets and the strong comeback of PGIM’s equity funds after a challenging 2023-24. With a focus on high-quality, high-growth businesses, Paharia outlines why these stocks are back…
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14: Ep 014 - SIP or Lumpsum – What Works in a Volatile Market
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14:58Equity markets have been volatile in the recent past. Sharp corrections are a good opportunity for investors to invest lumpsum or top up their existing investments. On the other hand, SIPs are useful in a volatile market as they help you get more units when markets fall. Lumpsum investing is another option for investors but it can be a bit risky if…
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Is it time to switch your mutual funds? Discover when, why, and how to make the move with Dhirendra Kumar in our latest Investors' Hangout!By Value Research
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Indian investors think global but invest local. It’s time to change that.By Value Research
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…Let’s Talk Healthcare Equity Investing with Dan Matviyenko, Portfolio Manager with Jennison
33:34
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33:34Dan Matviyenko, Healthcare Portfolio Manager at Jennison, offers insights and strategies on navigating the complex and dynamic landscape of healthcare equity investing. Laurie Chan, PGIM’s U.S. Head of Alternative Solutions, and Daniel explore healthcare equity, focusing on macroeconomic forces, supply chain vulnerabilities due to trade tensions, t…
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Ashutosh Bhargava of Nippon India Mutual Fund on India's Equity Outlook & Investing Strategies in 2025
35:06
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35:06In this exclusive interview, Ashutosh Bhargava, Head of Equity Research and Fund Manager at Nippon India Mutual Fund, shares his insights on the current state of the Indian equity market in 2025. He discusses the challenges of momentum investing, the outlook for equity markets, and why disciplined investing is essential in today’s volatile environm…
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India's Microcredit Boom: Powered with Tech
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46:44Join Anupam Gupta on Paisa Vaisa for a masterclass on the future of Indian finance! Dr. HP Singh, CMD of Satin Creditcare, offers rapid-fire insights into microfinance, rural banking, and FinTech innovation. Discover how Satin, a leading NBFC, drives financial inclusion via digital lending, leveraging Aadhaar Iris verification and AI in finance for…
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Black money distorts housing markets, pricing out genuine homebuyers.By Value Research
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Flexi Cap, Multi Cap, or Value: Best Fund for Long-Term?
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10:56Watch this episode to learn which fund will give you the best long-term returns.By Value Research
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In this episode of All the Credit®, we explore the catalysts of recent market turbulence and outline the challenges posed to fixed income investors. With a focus on key market drivers, we share insights into what the current economic landscape reveals about risk, opportunity, and evolving market dynamics. PGIM Fixed Income’s Tom Porcelli, Chief U.S…
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Balancing Growth, Costs, and Geopolitics in Airlines
22:46
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22:46Airlines represent one of the most challenging and complex industries in today’s economy. With thousands of flights moving people and cargo around the world every day, airlines manage a “complicated logistical dance,” as Oscar Munoz, United Airlines’ former Chairman and CEO, tells us in this episode of The Outthinking Investor. The airline industry…
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Balancing Growth, Costs, and Geopolitics in Airlines
22:46
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22:46Airlines represent one of the most challenging and complex industries in today’s economy. With thousands of flights moving people and cargo around the world every day, airlines manage a “complicated logistical dance,” as Oscar Munoz, United Airlines’ former Chairman and CEO, tells us in this episode of The Outthinking Investor. The airline industry…
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Unlocking Growth: Credit Ratings, MSMEs & India's Sovereign Story | Ft. Mehul Pandya
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44:56Join Anupam Gupta on Paisa Vaisa to unlock financial success! CareEdge Ratings CEO Mehul Pandya demystifies credit ratings for MSMEs and investors, detailing their impact on debt funds and fundraising. Get CareEdge's exclusive India economic outlook 2025, covering corporate health, the infrastructure boom, and a BBB+ sovereign rating. Learn how thi…
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The undervalued art of studying investment failuresBy Value Research
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Build a Winning Equity Portfolio for 2025
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16:52Learn practical, proven ways to build a strong equity portfolio that can navigate market ups and downs.By Value Research
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Navigating Market Volatility: Rukun Tarachandani | PPFAS MF
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24:50In this insightful episode, Rukun Tarachandani, Fund Manager at PPFAS Mutual Fund, shares his expert perspective on navigating today's volatile equity markets amid global uncertainties. He discusses the impact of geopolitical tensions, US tariffs, and fluctuating valuations on Indian markets, while emphasising the importance of bottom-up stock sele…
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Credit Markets in Transition: The Evolution of Liability Management
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24:05In this episode of All the Credit®, Credit Markets in Transition, we explore the evolving role of liability management in global credit markets and how they’re reshaping outcomes for investors, creditors, and the broader credit market. PGIM Fixed Income’s Brian Barnhurst, CFA, Head of Global Credit Research, hosts Ryan Kelly, CFA, Lead Portfolio Ma…
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Exploring the factors that influence the P/E multipleBy Value Research
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Why trying to invest like the wealthy often backfires spectacularlyBy Value Research
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Chirag Setalvad on Stock Picking, Valuations & the Evolution of HDFC AMC's Investment Strategy
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41:43In this episode, we feature Chirag Setalvad, Head of Equities at HDFC Asset Management Company, one of India's most seasoned and respected fund managers. Chirag shares deep insights on his investing philosophy, lessons from his mentor Sanjoy Bhattacharyya, and how the HDFC AMC equity strategy has evolved over the years. Key highlights: Core princip…
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Building a Resilient Portfolio: Strategies for the Indian Investor | Ft. Akshay Chinchalkar
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29:22On this episode of Paisa Vaisa with Anupam Gupta, Akshay Chinchalkar, Head of Research at Axis Securities, shares smart strategies for asset allocation, choosing the right broker, and using AI in finance. Plus, career tips for aspiring analysts and a must-read book pick! 🔹 Topics Covered: ✅Smart Asset Allocation ✅Brokerage Insights ✅ AI & Career Op…
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Why most investors get asset allocation wrong
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15:46Watch to learn if your asset allocation is set up to grow your wealth and protect you through market ups and downs!By Value Research
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Chirag Dagli on Mid & Small Cap Strategy, Stock Selection & DSP's Multicap Fund Approach
49:53
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49:53In this episode, we dive into the investing philosophy of Chirag Dagli, Fund Manager at DSP Mutual Fund, who manages the DSP Multicap Fund and DSP Healthcare Fund with a combined AUM of ₹5,000 crore. From his early days as a Harshad Mehta-era stock market enthusiast to now managing star-rated funds, Chirag's evolution as an investor offers rich ins…
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Mid & Small Cap Reset or Risk? Sanjay Chawla of Baroda BNP Paribas MF Explains the Market Slowdown
36:33
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36:33Indian equities have entered a volatile phase, with mid- and small-cap stocks bearing the brunt of the correction since late 2024. In this insightful episode, we sit down with Sanjay Chawla, Chief Investment Officer (Equity) at Baroda BNP Paribas Mutual Fund, who manages ₹12,000 crore across seven equity schemes. Sanjay discusses: Why the current c…
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Shaping the Digital Backbone of Indian Sports | Ft. Siddharth Raman
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49:23In this episode of Paisa Vaisa, Anupam Gupta hosts Siddharth Raman, CEO of Sportz Interactive. They dive into the world of sports technology – what the company does and how it has evolved since inception. From powering IPL experiences to decoding the balance between brand collaborations and fan engagement, they explore how this bootstrapped company…
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Navigating Market Volatility and Value Investing with Sonam Udasi | Tata Mutual Fund Insights
35:29
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35:29Join us for an insightful conversation with Sonam Udasi, Senior Fund Manager at Tata Mutual Fund, as he shares his 25+ years of experience managing equities through volatile markets. Learn how he balances value investing with growth opportunities across market caps, focusing on business quality, scalability, and disciplined research. Sonam discusse…
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The illusion of precision in financial planning
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5:46Most comprehensive financial plans are elaborate exercises in fortune-tellingBy Value Research
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Do You Really Need an International Fund in Your Portfolio?
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14:24Is an international fund the missing piece in your portfolio—or just unnecessary risk? Watch now to find out!By Value Research
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Market Outlook and Hybrid Fund Strategies with Rajasa K | Franklin Templeton Emerging Markets Equity
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25:00In this episode, we sit down with Rajasa K, Vice President and Portfolio Manager – Emerging Markets Equity-India at Franklin Templeton. Drawing from her rich experience navigating market cycles since 2008, Rajasa shares her insights on current market volatility, the outlook for Indian equities, and the evolving role of hybrid funds in turbulent tim…
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...Let’s Talk Mexican Industrial Real Estate with Enrique Lavín, Head of PGIM Latin America
16:54
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16:54Enrique Lavín provides critical insights into investing in Mexican industrial real estate by leveraging his market expertise and corporate finance/risk-opportunity background. Laurie Chan, PGIM’s Head of Alternative Investments, speaks with Enrique about the resilience of the Mexican Industrial Real Estate sector amidst U.S. trade volatility, nears…
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'Investing in International Markets is an Obvious Choice' - Mirae Asset’s Siddharth Srivastava
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40:36In this insightful interview, Siddharth Srivastava, Head of ETF Products at Mirae Asset Investment Managers, talks about the growing popularity of ETFs, especially international ETFs, and how they offer great potential for portfolio diversification. Srivastava discusses key sectors like technology, healthcare, and energy, which have seen strong gro…
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Equity Allocation in Financial Planning | Ft. Manish Gunwani
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41:45In this episode of Paisa Vaisa, Anupam Gupta hosts Manish Gunwani, Head of Equity at Bandhan AMC. They discuss the impact of India-Pakistan tensions on markets, India’s zero-deficit goal, and the manufacturing boom ahead. Manish shares his career journey, insights on Bandhan AMC’s products, views on interest rates, and the rising role of AI in inve…
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Embracing uncertainty might be your best investment strategyBy Value Research
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When markets wobble, your investment strategy shouldn'tBy Value Research
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What Can You Really Expect from Mutual Fund Returns?
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14:49Is chasing 25%+ annual returns a dream or a reality? Listen to our podcast to find out the truth!By Value Research
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Can It Be ESG? A Pragmatic Take on Defence
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20:14Often excluded from ESG portfolios on ethical grounds, the defence sector is at the forefront due to current geopolitical tensions. In this episode of Fixed on ESG, we consider whether defence companies should be included in ESG investments, the rising strategic importance of defence, investment barriers, and the potential for ESG-conscious investo…
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Rohit Singhania on Market Recovery, Key Sectors, and Investment Strategy | DSP Mutual Fund Insights
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30:00In this discussion, Rohit Singhania, Co-Head of Equities at DSP Mutual Fund, shares his views on market volatility, the sectors crucial for India’s market recovery, and his disciplined investment strategy. Singhania discusses the outlook for sectors like Financials, IT, and Energy, providing insights into their potential to drive long-term growth d…
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Tariffs, Sanctions & Chokepoints: Investing in an Age of Economic Warfare
27:23
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27:23Critical shipping routes around the world, from the Panama Canal to the Bosphorus Strait, hold strategic importance for global trade. As a result, these chokepoints are often caught in the crosshairs of geopolitical competition. But in a new age of economic warfare, invisible chokepoints are also emerging. The dominance of the US dollar, economic s…
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Tariffs, Sanctions & Chokepoints: Investing in an Age of Economic Warfare
27:23
27:23
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27:23Critical shipping routes around the world, from the Panama Canal to the Bosphorus Strait, hold strategic importance for global trade. As a result, these chokepoints are often caught in the crosshairs of geopolitical competition. But in a new age of economic warfare, invisible chokepoints are also emerging. The dominance of the US dollar, economic s…
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Aditya Pagaria on Fixed Income Investing Amid Global Uncertainty | Axis Mutual Fund Insights
21:29
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21:29In this interview, Aditya Pagaria, Senior Fund Manager (Fixed Income) at Axis Mutual Fund, shares his outlook on the Indian debt market amidst recent RBI rate cuts and global economic uncertainty. He highlights the opportunities within the fixed-income space, advising investors on how to lock in higher yields, assess creditworthiness, and adapt to …
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Shaping the Future of Chartered Accountants | Ft. Anand Bathiya
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41:32In this episode of Paisa Vaisa, Anupam Gupta hosts CA Anand Bathiya, President of the Bombay Chartered Accountants Society (BCAS), to delve into the pivotal role of Chartered Accountants in India's financial ecosystem, how BCAS plays an important role for CAs and more. 🔹 Topics Covered: ✅BCAS's Legacy ✅Support for Aspiring CAs ✅Collaborations with …
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Investing in foreign stocks is about owning great businesses, not just avoiding domestic market downturnsBy Value Research
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Where to Invest ₹1 Crore Retirement Corpus?
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16:30Discover how to turn your ₹1 Crore retirement corpus into a steady income powerhouse—without sacrificing growth or security!By Value Research
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Annuities, Free Look, Gen Z: The New Life Insurance Playbook | Ft. Srinivas Balasubramanian
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55:43In this episode of Paisa Vaisa, Anupam Gupta hosts Srinivas Balasubramanian, Head of Products & Marketing at ICICI Prudential Life Insurance, for a deep and insightful conversation about how the life insurance industry is evolving with changing customer expectations, government regulations, and generational shifts. From how Gen Z views insurance to…
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Something is fundamentally wrong if you can't leave your portfolio alone for a weekBy Value Research
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What Should Be Your Fixed Income Strategy Now?
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13:56Is your fixed income strategy ready for today’s market? Join Dhirendra Kumar for expert insights on navigating uncertainty!By Value Research
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Costly investing mistakes reveal more about us than the marketBy Value Research
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Kotak Mahindra MF's Abhishek Bisen Talks Stability and Opportunity in India's Debt Market
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24:11Join Abhishek Bisen, Head of Fixed Income at Kotak Mahindra Mutual Fund, in this exclusive interview as he shares his expert views on India’s resilient debt market amidst global volatility and RBI rate cuts. With 18 years of experience navigating market cycles, Abhishek highlights the key role of liquidity and risk management in bond investments. H…
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