S2 Ep 3: Mastering the Templeton Way | Ft. R. Janakiraman VP & CIO Equity Franklin| Nirav Panchmatia

Welcome to our Podcast, Investing Wisdom! In this 3rd episode of Season 2, we have an insightful discussion with Mr. R. Janakiraman, Vice President & CIO - Equity at Franklin Templeton Mutual Fund. In this episode, learn the world-famous Templeton Way of Investing as we dive deep into the do's and don'ts of stock picking, the paradigm shift from necessities to premiumization, and why Indian equities look most attractive for the next decade or two. This is an advanced-level podcast meant for seasoned investors. Here's a snapshot of the topics covered: - Why invest in equity and specifically Indian equity? - Understanding the J curve. - Predictions on when India will reach a per capita GDP level of $7k USD and its implications. - The concept of reversion to the mean and its effect on investment returns. - Factors contributing to the sustainable growth of the Indian economy. - The financialization of savings. - The institutional imperative and its impact on fund managers. - Changes in investor behaviour and expectations over the past 20 years. - Nirav Panchmatia's metric for the ideal size of your investment portfolio. Tune in to gain valuable insights and enhance your investing knowledge! Don't forget to like, share, and subscribe for more episodes!