EPISODE · Jan 11, 2026 · 1H 15M
Indian Stock Market: Next 12 Months Will Surprise You (Here’s Why) | Kushal Lodha #277
from Konversation with Kushal · host Konversation with Kushal
In this episode, we host veteran financial journalist Niraj Shah, who brings over 18 years of front-row experience tracking Indian markets and interviewing investing legends like Rakesh Jhunjhunwala. Niraj shares exclusive, behind-the-scenes stories of his intimidating first interaction with the "Big Bull," revealing Jhunjhunwala’s unique ability to balance trading with long-term investing and his philosophy of "backing up the truck" when conviction is high. He also takes us through his pilgrimage to Omaha for the Berkshire Hathaway AGM, breaking down the timeless wisdom of Warren Buffett and explaining how the concept of the "Ovarian Lottery" applies perfectly to the current Indian economic landscape.Beyond the legends, Niraj provides a deep dive into the future of the Indian stock market, analyzing short-term consolidations versus the long-term growth story driven by domestic flows and manufacturing prowess. He offers candid advice for aspiring journalists regarding salary expectations and the industry's shift toward individual content creation. Finally, the conversation shifts to personal finance, where Niraj discloses his own asset allocation, his surprising best investment in Gold, his regret regarding health, and a practical "lifestyle sacrifice" hack for young investors to build substantial wealth through mutual funds.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
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Indian Stock Market: Next 12 Months Will Surprise You (Here’s Why) | Kushal Lodha #277
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