Dalal Street Rafting
High Side by Dalal Street Rafting
High Side with Pawan Kaul - Senior Analyst (Emerging Markets), International Family Office
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High Side with Pawan Kaul - Senior Analyst (Emerging Markets), International Family Office

Lessons from value investing in Small & Mid Cap in India & Asia Markets

Indian (and Global) Markets are finally at a reasonable valuation after 2 years. But, is this a ‘buy at every dip’ market? How to bet on Small & Mid Caps stocks? Has the market regime changed & if it has how should the new approach be to raft your way through this.

In this episode HIGH SIDE by Dalal Street Rafting goes global with my first international guest - Pawan Kaul (LinkedIn Profile). With a rich experience of looking at Emerging Markets for an International Family Office under his belt, Pawan shares his nuggets on Small & Mid cap stock picking, how to watch out for value traps, his learnings from investing in Asia (Japan, Korea & of course India) and more. A Chartered Accountant, Pawan holds an MBA from London Business School.

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Disclaimer: Views presented in this article are personal opinions of author & his guest. It doesn’t represent any firm’s view that they are currently associated or might have been associated in the past. No part of it should not be considered as a recommendation to buy or sell any stocks etc. Listeners should consult their financial advisers before taking their investment decision.

Dalal Street Rafting
High Side by Dalal Street Rafting
High Side is a very special segment of Dalal Street Rafting where I interview industry practitioners like Analysts, Fund Managers, Private Equity Investors and Sector Experts to share their knowledge & key insights that they have acquired over the years working in their respective domains. So that my listeners are well prepared to raft their way into making better & informed investing decisions