Hiren Ved - CEO, Director, CIO, Alchemy Capital Management.

<p>My guest for today is <a href="https://www.linkedin.com/in/hiren-ved-335a53a2/">Hiren Ved</a>. Hiren is the Co-Founder, Director, CEO, and CIO, <a href="https://www.alchemycapital.com/">Alchemy Capital Management</a>. With over 25 years of experience in the Indian equities market and public market investing, Hiren Ved – has a long track record of alpha generation over 15 years. He has been Managing/advising funds worth 1 billion USD (as on 30 Sep 2021) across domestic and offshore mandates for Alchemy.</p> <p>As the CIO of Alchemy Capital, he has developed a sustainable long term fundamental research-based investment philosophy that has helped in delivering consistent and superior long term returns for clients. This episode is brought to you by<a href="https://multipie.co/" rel="ugc noopener noreferrer" target="_blank"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you.</p> <p>Show notes:</p> <p>0:00 Introduction</p> <p>2:43 What made Hiren Ved so fascinated towards stock markets?</p> <p>7:10 What made Hiren from heading the equity research department to start his own PMS- Alchemy capital?</p> <p>11:17 Hiren’s investing style - how it has evolved over the last 20+ years</p> <p>14:25 What are several elements which made Hiren a successful investor &amp; his key learnings from the market?</p> <p>22:12 How to get exposure in different themes and different market cycles at the reasonably right time?</p> <p>32:25 How does Hiren see the next 10 years in India?</p> <p>48:41 What are the 3-4 sectors Hiren is bullish on?</p> <p>59:30 Hiren’s view on recent drawdown in new-age tech companies &amp; long-term view on new-age tech companies in India and globally.</p> <p>1:13:35 Thoughts on impact of potential financial tightening in the US and India.</p> <p>1:19:12 Hiren’s suggestion for new Investors</p> <p>1:23: