Ep. 08: Value Migration

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Welcome to the Equity Sahi Hai podcast brought to you by Motilal Oswal AMC. This podcast delves into the investment insights and philosophies of Motilal Oswal AMC and speaks about the frameworks used by them to assess various sectors for investment.

On this episode, Shrinath Mithanthaya, Executive Group Vice President at Motilal Oswal AMC talks to host Anupam Gupta about value migration, its origin, how it's different from value creation, the major types of value migration, examples of value migration globally and in India, and more.

You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.

You can check out our website at http://www.ivmpodcasts.com/

Ep. 07: Wealth Creation Studies

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Welcome to the Equity Sahi Hai podcast brought to you by Motilal Oswal AMC. This podcast delves into the investment insights and philosophies of Motilal Oswal AMC and speaks about the frameworks used by them to assess various sectors for investment.

On this episode, Shrinath Mithanthaya, Executive Group Vice President at Motilal Oswal AMC talks to host Anupam Gupta about wealth creation studies - a highly in-depth analysis of the best wealth creators in the stock market by Motilal Oswal. They discuss its origins, methodologies, the frameworks created, and more.

You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.

You can check out our website at http://www.ivmpodcasts.com/

Ep. 06: Evolution of Indian Infrastructure & Capital Goods Sector

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Welcome to the Equity Sahi Hai podcast brought to you by Motilal Oswal AMC. This podcast delves into the investment insights and philosophies of Motilal Oswal AMC and speaks about the frameworks used by them to assess various sectors for investment.

On this episode, Shrey Loonker, Senior Vice President and Fund Manager PMS at Motilal Oswal AMC talks to host Anupam Gupta about one of the most important sectors in India and probably even the world - the infrastructure and capital goods sector. They talk about what the sector constitutes of, how it's evolved, what the future for the sector looks like, how do you assess a company to invest in, and more.

You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.

You can check out our website at http://www.ivmpodcasts.com/

Ep. 05: Evolution of Indian Automobile Sector

EquitySahiHaiEpisode05.png

Welcome to the Equity Sahi Hai podcast brought to you by Motilal Oswal AMC. This podcast delves into the investment insights and philosophies of Motilal Oswal AMC and speaks about the frameworks used by them to assess various sectors for investment.

On this episode, Shrey Loonker, Senior Vice President and Fund Manager PMS at Motilal Oswal AMC talks to host Anupam Gupta about a sector that touches all our lives - the automobile sector in India. They talk about how it's evolved, the consumer-facing part of the sector, the penetration gap, how you can choose a good automobile company to invest your money in, and more.

You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.

You can check out our website at http://www.ivmpodcasts.com/

Ep. 04: Evolution of Indian General Insurance Sector

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Welcome to the Equity Sahi Hai podcast brought to you by Motilal Oswal AMC. This podcast delves into the investment insights and philosophies of Motilal Oswal AMC and speaks about the frameworks used by them to assess various sectors for investment.

On this episode, Shrey Loonker, Senior Vice President and Fund Manager PMS at Motilal Oswal AMC talks to host Anupam Gupta about general insurance in India, how the industry for this product evolved, where it stands today, its growth potential, how you can choose a good stock in this sector, and more.

You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.

You can check out our website at http://www.ivmpodcasts.com/

Ep. 03: Evolution of Indian Life Insurance Sector

EquitySahiHaiEpisode03.png

Welcome to the Equity Sahi Hai podcast brought to you by Motilal Oswal AMC. This podcast delves into the investment insights and philosophies of Motilal Oswal AMC and speaks about the frameworks used by them to assess various sectors for investment.

On this episode, Shrey Loonker, Senior Vice President and Fund Manager PMS at Motilal Oswal AMC talks to host Anupam Gupta about life insurance in India and its evolution. They discuss the difference between the Indian life insurance sector and the global sector, how to identify a good life insurance stock, the future of this sector and more.

You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.

You can check out our website at http://www.ivmpodcasts.com/

Ep. 02: Growth Potential of Banking Sector in India

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Welcome to the Equity Sahi Hai podcast brought to you by Motilal Oswal AMC. This podcast delves into the investment insights and philosophies of Motilal Oswal AMC and speaks about the frameworks used by them to assess various sectors for investment.

This is the second of a two-part series focusing on the banking sector. In this part, Shrey Loonker, Senior Vice President and Fund Manager PMS at Motilal Oswal AMC talks to host Anupam Gupta about the future potential of India's banking sector, Motilal Oswal's 'Buy Right, Sit Tight' philosophy, their framework for finding stocks worthy enough of investment, and more.

You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.

You can check out our website at http://www.ivmpodcasts.com/

Ep. 01: Evolution Of Indian Banking Sector

EquitySahiHaiEpisode01.png

Welcome to the Equity Sahi Hai podcast brought to you by Motilal Oswal AMC. This podcast delves into the investment insights and philosophies of Motilal Oswal AMC and speaks about the frameworks used by them to assess various sectors for investment.

This is the first of a two-part series focusing on the banking sector. In this part, Shrey Loonker, Senior Vice President and Fund Manager PMS at Motilal Oswal AMC talks about investing in the Indian banking sector, its evolution, the NPL crisis and a lot more.

You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.

You can check out our website at http://www.ivmpodcasts.com/

Ep. 00: Introduction

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Welcome to the Equity Sahi Hai podcast brought to you by Motilal Oswal Asset Management Company. Equities have the potential to deliver inflation-beating returns for your portfolio. But how do you assess a sector or a stock? How do you take informed decisions to invest your money? The Equity Sahi Hai podcast offers deep investment insights into sectors using Motilal Oswal AMC’s structured approach. Our podcast will help you understand the investment potential of sectors and stocks in a simple and easy-to-understand way. Listen in as Motilal Oswal AMC’s senior staff offer you deep insights into India’s investment story.

New episodes out every Tuesday.

You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.

You can check out our website at http://www.ivmpodcasts.com/