Recently our Managing partner, Sanjit Singh Paul had a life long learning session with his alma mater Indian School of Business, chaired by Prof. Hariom Manchiraju and fellow alum Anuj Rakheja. He talked about relative valuation, active vs passive, and defining a good investment process. Read his 3 key takeaways here.
The recently held lifelong learning session on "Unpacking India's Stock Market Potential” saw a detailed exploration of the opportunities and challenges shaping the future of India's stock market. Hariom Manchiraju, Associate Professor of Accounting at ISB, spoke about how investors can outpace inflation by investing in the stock market while urging caution with small and medium-cap stocks. Anuj Rakheja (PGP Co ’20), Co-Founder, The Momentum Investing Co., underscored the importance of trend-following and rigorous risk management, emphasising the unpredictability of market tops. Sanjit Singh Paul (PGP Co ’11), Managing Partner, Modulor Capital, highlighted the significance of relative valuation and the different approaches required for active versus passive investing. The session left participants with valuable insights into navigating India’s dynamic market, while reminding them that disciplined strategies and informed decisions are key to successful investing. Mridula Anand #ISBAlumni #lifelonglearning