The biggest problem that I have is I'm a Benjamin Grahamian at heart. That means for me to buy a high-pea stock in my portfolio is very difficult. In the 2006-7 period this approach of buying lot of gruesome companies at low P really hurt me in 2007 and after that we moved to a model where we look much more at top-down, he says.
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.