Narenne: You have to communicate and this is something we learned from Warren Buffett's books. I was actually a penny stock or a small cap investor when I was in my individual capacity that most of my colleagues in my company think that I don't know anything about small cap investing today. So because of this power of communication my CEO actually communicated in January 2018 that small caps were overvalued very clearly. Narenne, thank you so much for sharing that.
Sankaran Naren is the Chief Investment Officer at ICICI Prudential AMC, and among the most respected names in the Indian fund management industry. In this episode, we talk about how global central banks are inflating asset prices, market cycles, developing common sense, art of being a contrarian investor, and much more.