<?xml version="1.0" encoding="UTF-8" ?>
<rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom">
    <channel>
        <title>Value Research Online</title>
        <atom:link href="/stories/type/3/manager-speak/rss/" rel="self" type="application/rss+xml" />
        <link>https://www.valueresearchonline.com/</link>
        <description>RSS Feeds | Value Research</description>
        <language>en</language>
        <copyright>Copyright 2026 Value Research India Private Limited.</copyright>
        <image>
            <title>Value Research</title>
            <url>https://www.valueresearchonline.com/assets/images/valueresearchonline-desktop.png</url>
            <link>https://www.valueresearchonline.com/</link>
        </image>

        <item>
			<title>'Value has significantly outperformed growth, but we may see a role reversal soon'</title>
			<link>https://www.valueresearchonline.com/stories/201456/value-has-significantly-outperformed-growth-but-we-may-see-a-role-reversal-soon/</link>
			<pubDate>Wed, 12 Jun 2024 14:43:56 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/201456_saurabh-pant-1__w320__h240__.jpg&quot; alt=&quot;Value has outperformed growth - Saurabh Pant of SBI MF&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;Exclusive conversation with Saurabh Pant, fund manager at SBI Mutual Fund</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/201456/value-has-significantly-outperformed-growth-but-we-may-see-a-role-reversal-soon/</guid>
		</item>
		<item>
			<title>'Our analysis goes beyond companies' financial statements'</title>
			<link>https://www.valueresearchonline.com/stories/201434/interview-with-trideep-bhattacharya-of-edelweiss-mutual-fund/</link>
			<pubDate>Wed, 05 Jun 2024 16:45:58 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/201434_trideep-cover-image__w320__h240__.jpg&quot; alt=&quot;Interview with Trideep Bhattacharya of Edelweiss Mutual Fund&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;Check out our interview with Trideep Bhattacharya, CIO-Equities of Edelweiss Asset Management Limited. He shares with us the fund house’s investment framework.</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/201434/interview-with-trideep-bhattacharya-of-edelweiss-mutual-fund/</guid>
		</item>
		<item>
			<title>FM Atul Bhole has taken tactical calls in these sectors recently</title>
			<link>https://www.valueresearchonline.com/stories/201406/fm-atul-bhole-has-taken-tactical-calls-in-these-sectors-recently/</link>
			<pubDate>Fri, 31 May 2024 17:32:36 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/201406_atulb-photo-2__w320__h240__.jpg&quot; alt=&quot;FM Atul Bhole has taken tactical calls in these sectors recently&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;Exclusive interaction with Atul Bhole, Fund Manager, Kotak Mutual Fund</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/201406/fm-atul-bhole-has-taken-tactical-calls-in-these-sectors-recently/</guid>
		</item>
		<item>
			<title>Key questions on debt investing: Four veterans share their insights</title>
			<link>https://www.valueresearchonline.com/stories/201309/key-questions-on-debt-investing-four-veterans-share-their-insights/</link>
			<pubDate>Tue, 21 May 2024 13:12:58 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/201309_manager-speak-cover-image__w320__h240__.jpg&quot; alt=&quot;Devang Shah, Anil Bamboli, &amp; others give insights on debt space&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;They gauge the impact of recent developments in the debt space</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/201309/key-questions-on-debt-investing-four-veterans-share-their-insights/</guid>
		</item>
		<item>
			<title>Head of equity at SBI Mutual Fund talks about his funds' performance</title>
			<link>https://www.valueresearchonline.com/stories/201203/head-of-equity-at-sbi-mutual-fund-talks-about-his-funds-performance/</link>
			<pubDate>Wed, 08 May 2024 18:22:32 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/201203_dinesh_balachandran_-_sbi_mutual_fund__w320__h240__.jpg&quot; alt=&quot;Head of equity at SBI Mutual Fund talks about his funds’ performance&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;Exclusive interaction with Dinesh Balachandran, Head - Equity, SBI Mutual Fund</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/201203/head-of-equity-at-sbi-mutual-fund-talks-about-his-funds-performance/</guid>
		</item>
		<item>
			<title>'I'm slightly more tilted towards value. That doesn't mean I'm agnostic to quality and growth'</title>
			<link>https://www.valueresearchonline.com/stories/200909/im-slightly-more-tilted-towards-value-that-doesnt-mean-im-agnostic-to-quality-and-growth/</link>
			<pubDate>Wed, 10 Apr 2024 12:23:35 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/200909_abhishek-singh-dsp-equity--bond-direct-plan-1__w320__h240__.jpg&quot; alt=&quot;&#039;I&#039;m slightly more tilted towards value. That doesn&#039;t mean I&#039;m agnostic to quality and growth&#039;&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;Exclusive conversation with Abhishek Singh, fund manager at DSP Mutual Fund</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/200909/im-slightly-more-tilted-towards-value-that-doesnt-mean-im-agnostic-to-quality-and-growth/</guid>
		</item>
		<item>
			<title>CIO of Old Bridge Mutual Fund discusses his investing philosophy and stock picking framework</title>
			<link>https://www.valueresearchonline.com/stories/54839/cio-of-old-bridge-mutual-fund-discusses-his-investing-philosophy-and-stock-picking-framework/</link>
			<pubDate>Mon, 08 Apr 2024 12:26:35 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/54839_kenneth-andrade-founder--cio-old-bridge-mutual-fund_1__w320__h240__.jpg&quot; alt=&quot;CIO of Old Bridge Mutual Fund discusses his investing philosophy and stock picking framework&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;An exclusive interaction with Kenneth Andrade, CIO, Old Bridge Mutual Fund
</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/54839/cio-of-old-bridge-mutual-fund-discusses-his-investing-philosophy-and-stock-picking-framework/</guid>
		</item>
		<item>
			<title>'Value strategy will continue to deliver good experience to a patient investor'</title>
			<link>https://www.valueresearchonline.com/stories/54686/value-strategy-will-continue-to-deliver-good-experience-to-a-patient-investor/</link>
			<pubDate>Fri, 22 Mar 2024 11:59:53 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/54686_s-naren-value-research__w320__h240__.jpg&quot; alt=&quot;&#039;Value strategy will continue to deliver good experience to a patient investor&#039;&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;Exclusive interview with Sankaran Naren, ED &amp; CIO - ICICI Prudential AMC</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/54686/value-strategy-will-continue-to-deliver-good-experience-to-a-patient-investor/</guid>
		</item>
		<item>
			<title>CIO of Mirae Asset MF explains the recent lacklustre performance of his funds</title>
			<link>https://www.valueresearchonline.com/stories/54419/cio-of-mirae-asset-mf-explains-the-recent-lacklustre-performance-of-his-funds/</link>
			<pubDate>Wed, 06 Mar 2024 17:05:55 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/54419_neelesh-surana_1__w320__h240__.jpg&quot; alt=&quot;CIO of Mirae Asset Mutual Fund explains the recent lacklustre performance of his funds&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;Exclusive conversation with Neelesh Surana, CIO at Mirae Asset Investment Managers</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/54419/cio-of-mirae-asset-mf-explains-the-recent-lacklustre-performance-of-his-funds/</guid>
		</item>
		<item>
			<title>Head of equity explains the way forward for underperforming Axis funds</title>
			<link>https://www.valueresearchonline.com/stories/54227/head-of-equity-explains-the-way-forward-for-underperforming-axis-funds/</link>
			<pubDate>Mon, 19 Feb 2024 16:47:39 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/54227_san_5459-copy__w320__h240__.jpg&quot; alt=&quot;Head of equity explains the way forward for underperforming Axis funds&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;Interview with Shreyash Devalkar, Head – Equity, Axis Mutual Fund</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/54227/head-of-equity-explains-the-way-forward-for-underperforming-axis-funds/</guid>
		</item>
		<item>
			<title>'NBFCs would be beneficiaries of inflation peaking out'</title>
			<link>https://www.valueresearchonline.com/stories/53946/nbfcs-would-be-beneficiaries-of-inflation-peaking-out/</link>
			<pubDate>Thu, 15 Feb 2024 12:00:00 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/53946_interview_with_amit_nigam_of_invesco_mutual_fund__w320__h240__.jpg&quot; alt=&quot;‘NBFCs would be beneficiaries of inflation peaking out’&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;Exclusive conversation with Amit Nigam, Fund Manager at Invesco Mutual Fund</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/53946/nbfcs-would-be-beneficiaries-of-inflation-peaking-out/</guid>
		</item>
		<item>
			<title>'Our calls on certain sectors have not worked in the last year'</title>
			<link>https://www.valueresearchonline.com/stories/54186/our-calls-on-certain-sectors-have-not-worked-in-the-last-year/</link>
			<pubDate>Wed, 14 Feb 2024 16:24:40 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/54186_harsha_upadhyaya_3-1_1__w320__h240__.jpg&quot; alt=&quot;Interview with Harsha Upadhyaya, CIO-Equity, Kotak Mutual Fund&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;Exclusive conversation with Harsha Upadhyaya, CIO-Equity, Kotak Mahindra Asset Management Company</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/54186/our-calls-on-certain-sectors-have-not-worked-in-the-last-year/</guid>
		</item>
		<item>
			<title>Fund manager explains Motilal Oswal Midcap's winning streak</title>
			<link>https://www.valueresearchonline.com/stories/54101/fund-manager-explains-motilal-oswal-midcap-s-winning-streak/</link>
			<pubDate>Mon, 05 Feb 2024 11:24:26 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/54101_niket_shah_senior_group_vp_at_motilal_oswal_amc__w320__h240__.jpg&quot; alt=&quot;Niket Shah of Motilal Oswal AMC explains their mid-cap fund&#039;s winning streak&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;Exclusive interview with Niket Shah, Senior Group VP at Motilal Oswal AMC.</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/54101/fund-manager-explains-motilal-oswal-midcap-s-winning-streak/</guid>
		</item>
		<item>
			<title>'We have a clear preference for large caps now'</title>
			<link>https://www.valueresearchonline.com/stories/53881/we-have-a-clear-preference-for-large-caps-now/</link>
			<pubDate>Wed, 10 Jan 2024 16:30:15 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/53881_interview-with-r-srinivasan-of-sbi-mutual-fund__w320__h240__.jpg&quot; alt=&quot;‘We have a clear preference for large caps now’&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;SBI AMC’s R Srinivasan explains why their small-cap strategy has become conservative</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/53881/we-have-a-clear-preference-for-large-caps-now/</guid>
		</item>
		<item>
			<title>'The trend will still be upward, but valuation is a discomfort' </title>
			<link>https://www.valueresearchonline.com/stories/53747/the-trend-will-still-be-upward-but-valuation-is-a-discomfort/</link>
			<pubDate>Fri, 22 Dec 2023 15:13:38 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/53747_equity-mr-gaurav-misra__w320__h240__.jpg&quot; alt=&quot;‘Valuation is a discomfort’: Gaurav Misra of Mirae Asset AMC&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;Exclusive conversation with Gaurav Misra, Co-Head Equity, Mirae Asset Investment Managers (India) Pvt. Ltd.</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/53747/the-trend-will-still-be-upward-but-valuation-is-a-discomfort/</guid>
		</item>
		<item>
			<title>Big questions on debt investing and how they impact you</title>
			<link>https://www.valueresearchonline.com/stories/53619/big-questions-on-debt-investing-and-how-they-impact-you/</link>
			<pubDate>Tue, 05 Dec 2023 16:55:53 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/53619_big_questions_on_debt_investing_and_how_they_impact_you__w320__h240__.jpg&quot; alt=&quot;Big questions on debt investing and how they impact you&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;The stalwarts in the fixed-income space explain the recent developments in the debt market. We unravel its impact on investors.</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/53619/big-questions-on-debt-investing-and-how-they-impact-you/</guid>
		</item>
		<item>
			<title>"Indian equities are likely to be a bright spot in the global capital markets"</title>
			<link>https://www.valueresearchonline.com/stories/53597/indian-equities-are-likely-to-be-a-bright-spot-in-the-global-capital-markets/</link>
			<pubDate>Thu, 30 Nov 2023 18:29:14 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/53597_manish_gunwani_of_bandhan_amc__w320__h240__.jpg&quot; alt=&quot;&quot;Indian equities are likely to be a bright spot in the global capital markets”&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;Exclusive conversation with Manish Gunwani, Head – Equity, Bandhan AMC</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/53597/indian-equities-are-likely-to-be-a-bright-spot-in-the-global-capital-markets/</guid>
		</item>
		<item>
			<title>Sectors under stress attract us: ICICI Pru's senior fund manager</title>
			<link>https://www.valueresearchonline.com/stories/53373/sectors-under-stress-attract-us-icici-prus-senior-fund-manager/</link>
			<pubDate>Wed, 25 Oct 2023 11:46:06 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/53373_mittul_1-icici__w320__h240__.jpg&quot; alt=&quot;Sectors under stress attract us: ICICI Pru’s senior fund manager&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;Exclusive conversation with Mittul Kalawadia on the remarkable consistency of ICICI Pru Equity and Debt Fund</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/53373/sectors-under-stress-attract-us-icici-prus-senior-fund-manager/</guid>
		</item>
		<item>
			<title>'Our portfolios will be constant, give or take 15 per cent'</title>
			<link>https://www.valueresearchonline.com/stories/53361/our-portfolios-will-be-constant-give-or-take-15-per-cent/</link>
			<pubDate>Mon, 23 Oct 2023 17:15:39 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/53361_harshad-borawake-mirae__w320__h240__.jpg&quot; alt=&quot;‘Our portfolios will be constant, give or take 15 per cent’&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;Mirae’s fund manager and head of equity research, Harshad Borawake, gives us access to the AMC’s stock selection framework, his take on the global economy and more</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/53361/our-portfolios-will-be-constant-give-or-take-15-per-cent/</guid>
		</item>
		<item>
			<title>"When I buy a stock, I mentally write off the first year"</title>
			<link>https://www.valueresearchonline.com/stories/53335/when-i-buy-a-stock-i-mentally-write-off-the-first-year/</link>
			<pubDate>Wed, 18 Oct 2023 16:04:58 +0530</pubDate>
			<category>Manager Speak</category>
			<description>&lt;img src=&quot;https://www.valueresearchonline.com/content-assets/images/53335_dinesh-balachandran-2__w320__h240__.jpg&quot; alt=&quot;“When I buy a stock, I mentally write off the first year”&quot; border=&quot;0&quot; width=&quot;320&quot; height=&quot;240&quot; style=&quot;float: left; margin-right: 5px;&quot;&gt;Exclusive conversation with Dinesh Balachandran, Fund Manager – Equity at SBI Mutual Fund</description>
			<guid isPermaLink="true">https://www.valueresearchonline.com/stories/53335/when-i-buy-a-stock-i-mentally-write-off-the-first-year/</guid>
		</item>
    </channel>
</rss>
