Rajeev Thakkar on Investing During Bear Markets, Cash Strategy, PPFAS Strategy | Money Mindset скачать в хорошем качестве

Rajeev Thakkar on Investing During Bear Markets, Cash Strategy, PPFAS Strategy | Money Mindset

In this insightful episode of Money Mindset, we sit down with Rajeev Thakkar, Chief Investment Officer at PPFAS Mutual Fund, one of India's most respected voices in value investing. Rajeev shares his perspectives on navigating today's volatile market conditions, the rationale behind significant cash holdings at PPFAS, and his investment philosophy that ensures profitability even during bear markets. This podcast was recorded on 26th March , 2025 🔑 Key Topics Discussed: Market Outlook: Rajeev Thakkar’s detailed perspective on current market dynamics and where he believes markets are headed next. Cash Reserves Strategy: Why PPFAS Mutual Fund maintains high cash positions and how this approach helps in uncertain times. Making Money in Bear Markets: Rajeev breaks down strategies to consistently generate returns even when markets trend downward. Quick Commerce Analysis: Insightful thoughts on the future of quick commerce companies and their viability as investments. Identifying Investment Themes: A comprehensive guide on spotting emerging investment themes and evaluating their potential. Rajeev’s Investment Approach: An exclusive look into Rajeev Thakkar’s personal investment process and criteria for stock selection. Advice for Young Investors: Practical tips and timeless wisdom for young investors aiming for long-term success in investing. Global Investment Opportunities: Rajeev’s worldview, preferred global markets, and sectors he's optimistic about. 🎯 About Rajeev Thakkar: Rajeev Thakkar is the Chief Investment Officer at PPFAS Mutual Fund, known for his disciplined, value-oriented approach. With decades of experience, Rajeev is celebrated for his ability to simplify complex financial concepts and his consistent focus on long-term wealth creation. About the Money Mindset Podcast Hosted by Sonia Shenoy, Money Mindset is a podcast that brings together top investors, business leaders, and financial experts to decode wealth-building strategies, investment philosophies, and money management tips. Whether you're an aspiring investor, a finance professional, or someone looking to gain insights from market veterans, Money Mindset offers engaging, insightful, and practical conversations to help you make informed financial decisions. 🔔 Don’t forget to Like, Share, and Subscribe for more enriching conversations with industry leaders and trailblazers. Chapters 0:00 Trailer 1:20 Introduction 9:06 Where are the markets going according to you? 13:58 Why PPFAS is sitting on so much cash? 21:20 how do you ensure you make money in bear markets? 29:30 Thoughts on Quick commerce companies? 35:40 How to identify themes? 47:34 How do Rajeev Thakkar invest? 1:00:20 Advice for young investors 1:06:10 What’s your worldview, where do you want to invest? 1:15:06 Q&A Follow us on- Instagram-   / _soniashenoy   X- https://x.com/_soniashenoy LinkedIN-   / sonia-shenoy-3810395a   Threads- https://www.threads.net/@_soniashenoy