If you would like to read instead Harshil: On this episode, I sit down with Sanjay Kumar Elangovan. Sanjay is part of the PMS team at ithought and tracks sectors such as banking, Real estate, Infrastructure, and commodities. Previously he has worked with Deloitte as a valuation consultant for the…
Here is the transcript if you would like to read instead: Introduction You’re listening to Redux. Redux is a biweekly podcast show by ACE, where we talk about how history has played a huge part in our current investing world. On it, you will be able to gain an understanding…
Transcript of the podcast if you would like to read instead Harshil: On this episode I sit down with head of research at ithought and Co-Fund Manager of COIN, a large cap focused fund by ithoughtPMS. Balaji is an active speaker in public forums including the Tamilnadu Investors Association and…
Transcript for the podcast if you would like to read instead Harshil: On this episode I sit down with the Fund managers of VRDDHI, Rohit and Rajat. Rohit and Rajat have around a decade of investing experience having worked with companies such as McKinsey & Co, Elevation Capital (previously SAIF…
Here is the transcript if you would like to read instead: Harshil: As the ultimate store of value gold has performed well during the past 15 months, hitting a new high of nearly 2000$/oz. On this episode I sit down with the founder and ideator of ithought, Shyam Sekhar. Shyam…
Harshil: Hi, Thanks for joining us on Redux. A Podcast by ACE on how events in the past influence investment strategy and decision making. Commodity Prices have almost doubled in the last year and nearly hitting all-time highs. In this episode, we have Mr Niranjan Sridhar. Mr Niranjan has been…
