Timeless principles of investing with Sankaran Naren

Zerodha Educate

What does it take to survive multiple market cycles and create wealth?

This week, we have a really, really special guest. I caught up with Sankaran Naren, one of India's most admired and well-known fund managers, and the chief investment officer (CIO) of ICICI Prudential AMC. In this conversation, we spoke about his 3-decade career in the Indian markets as an investor, broker, and fund manager. He's perhaps best known for his contrarian style of investing that has helped him create immense wealth for investors. This conversation was nothing short of a masterclass on investing, and I hope you enjoy listening to it as much as we did recording it.

In this conversation, Naren speaks about:

1. How he discovered the stock market.
2. His thoughts on the current market cycle and the similarities if any between the 2008 crash and the 2000 dot-com burst.
3. What makes him optimistic about India.
4. Contrarian investing and value investing.
5. The influence of central banks on the financial markets.
6. IPOs of new-age companies.
7. Corporate governance in India.
8. Asset allocation and the role of gold, debt, and international stocks.
9. Asset management.
10. How he invests personally and his investing philosophy.
11. Career advice for people who want to enter finance.
12. Book recommendations.

If you have any questions about anything discussed in the episode or thoughts in general, do post them here on TradingQnA.