You've been influenced by people you call the 3M's James Montier Howard Marx and Michael Mahaberson. What have been your biggest learnings from each of them? Rereading simple things and following them is all that is required in investing so there is a famous Mark Sellers stock which is there in the web There is a 10 tenets of investing of Montier which I think is also available on the web nowadays. The amount of reading which today the web gives you free of cost is just unbelievable but are people using it that is the challenge if you ask thank you.
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.