Redux is a Bi-Weekly podcast show by ACE. Redux is about how history has played a huge part in our current investing world. On it, you will be able to gain an understanding of the impact that history has on investment decision making. You should listen if you believe that learning from history will help you in making wiser investment decisions. History does not always repeat, but it does rhyme.
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Redux is a Bi-Weekly podcast show by ACE. Redux is about how history has played a huge part in our current investing world. On it, you will be able to gain an understanding of the impact that history has on investment decision making. You should listen if you believe that learning from history will help you in making wiser investment decisions. History does not always repeat, but it does rhyme.
In today’s episode, Harshil Nichani sits down with the fund manager of DSP T.I.G.E.R Fund, Charanjit Singh. We take this opportunity to dig into his framework and view on the Infrastructure sector.
In this episode you’ll learn:
How the cycle played out from 2000-2021.
Mistakes made in the previous cycle.
What drives capacity creation.
How does passive investing work in themes like Infrastructure.
How Charanjit Singh manages the fund.
Redux
Redux is a Bi-Weekly podcast show by ACE. Redux is about how history has played a huge part in our current investing world. On it, you will be able to gain an understanding of the impact that history has on investment decision making. You should listen if you believe that learning from history will help you in making wiser investment decisions. History does not always repeat, but it does rhyme.
