The value vs. growth debate rages on, but the lines are getting blurred.
The emergence of new-age companies with asset-light strategies, the magnitude and pace of technological disruption, increased market volatility, and the political and cultural effects of globalization, are impacting valuation metrics. Businesses are seeing the need to transform to remain relevant.
A blanket categorization of the two investing styles now seems inappropriate and lazy.
Siddharth Bhaiya of Aequitas Investment, Rushabh Sheth of Karma Capital Advisors and Vikas Khemani of Carnelian Asset Advisors discuss the art, the science and the craft of valuating stocks. They share insights on how their investing styles have evolved and the bedrock principles behind their decisions.
Come listen to them at the Morningstar Investment Conference in Mumbai on October 31, 2023.
Agenda and Speaker Details
