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Ep. 12 - Sankaran Naren on Market Cycles, Common Sense, and Art of Being a Contrarian Investor

The One Percent Show with Vishal Khandelwal

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The Importance of Communication in Investing

You're highly regarded as a contrary investor and you mentioned in a talk how being a fund manager with continuous inflows of funds to manage and at the wrong time has helped you be a country. What according to you is the essence of the term contrarian when it comes to investing and how can one achieve success as a country investor? It's too easy to run contrarian strategy because at all points of time there is something which is done badly so if you go back 15 18 months back to buy metals was very easy to buy telecom was veryeasy to buy power was very easy today.

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