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.
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.
High Side with Pawan Kaul - Senior Analyst (Emerging Markets), International Family Office