Narain: I started looking at equities way back in 80s at a time when the equity cult had not even started in India and that's one of the reasons why just after my IIT, I chose to go to IAM Calcutta. He says we were simply lucky like what Warren Buffett says if you were born in the right place at the right time and you learned the right skills,. You actually had the benefit and I would say that we all had that benefit," he adds.
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.