ÜBER DIESE EPISODE
Rahul Singh, CIO of Tata Mutual Fund (₹2,20,000 Cr+ AUM), breaks down his investing framework built over 20+ years-from CRISIL credit rating to managing equity and hybrid funds at Tata AMC.1-How to identify if a stock has "priced in" surprises-IT sector case study2-Why gold is a de-dollarization hedge for the next 3–5 years, while silver behaves like a cyclical commodity3-Power sector value chain decoded-thermal utilities, EPC, transmission, equipment suppliers4-Free cash flow yield, EBITDA traps, and valuation metrics that actually matter5-Simple 3-fund construct for young investors — Multi Asset, Flexi Cap, Small CapSubscribe to Konversation with Kushal for deep conversations with India's top money managers every week.#TataMutualFund #PowerSectorIndia #GoldInvesting2026 #SmallCapFunds #AssetAllocation #FreeCashFlowYield #ITSectorOutlook #DeDollarization #MutualFundInvesting
