Shows
FundCalibre - Investing on the go356. India’s economic evolution: from food chains to pharma playsAjay Tyagi, manager of the UTI India Dynamic Equity fund, takes a deep dive into the changing dynamics of the Indian economy and equity market. He discusses how India’s growing middle class is driving consumption, which sectors offer long-term potential, and how global trade tensions are influencing market positioning. We also cover the outlook for small and mid-cap stocks and what rising per-capita income means for future growth.What’s covered in this episode: What has been the impact of Trump’s tariffs on India?What’s your initial reaction?Will tariffs i...2025-05-0122 min
CFA Society India PodcastFrom Our Archives: Active Value Investing in a Market that Goes Nowhere | Vitaliy Katsenelson, CFAIn this conversation from the 13th #IndInvConf, moderated by Ajay Tyagi, CFA, Head of Equities at UTI Asset Management, Vitaliy Katsenelson, CFA, explores strategies for successfully navigating stagnant markets. He emphasizes the importance of active value investing and details methods to identify undervalued companies with robust fundamentals. Vitaliy discusses common investor pitfalls in sideways markets, shares practical tips for risk management, and highlights how active management can uncover profitable investment opportunities.Key Takeaways:• Dynamics of sideways markets and implications for investor strategies.• Importance of active management in leveraging undervalued opportunities.• Effective risk mitigation techniques to enhance returns in low-growth market...2025-03-2052 min
Value ResearchInside UTI Flexicap's Struggles: Ajay Tyagi's Candid InterviewIn this candid interview, Dhirendra Kumar speaks with Ajay Tyagi, Head of Equity at UTI, as he tackles the tough questions about the recent underperformance of the UTI Flexicap Fund. With over 25 years of experience in India’s equity markets, Tyagi sheds light on the disciplined strategy guiding the fund, his commitment to quality over hype, and what he's learned from periods of lagging returns. From addressing investor concerns to sharing his cautious views on trending sectors, Tyagi offers a transparent look at the challenges and resilience required to navigate turbulent markets.
Tune in to understand why UT...2024-11-1142 minValue ResearchInside UTI Flexicap's Struggles: Ajay Tyagi's Candid InterviewIn this candid interview, Dhirendra Kumar speaks with Ajay Tyagi, Head of Equity at UTI, as he tackles the tough questions about the recent underperformance of the UTI Flexicap Fund. With over 25 years of experience in India’s equity markets, Tyagi sheds light on the disciplined strategy guiding the fund, his commitment to quality over hype, and what he's learned from periods of lagging returns. From addressing investor concerns to sharing his cautious views on trending sectors, Tyagi offers a transparent look at the challenges and resilience required to navigate turbulent markets.
Tune in to understand why UT...2024-11-1142 minFundCalibre - Investing on the go338. Why investors should be excited about India’s ‘Boringly Steady’ economyAjay Tyagi, manager of the UTI India Dynamic Equity fund, focuses on India’s economic growth, market trends, and demographic advantages. He highlights the impact of India’s young, increasingly affluent population on sectors like consumer goods, tech, and financial services. We also discuss how despite high valuations, India’s steady growth trajectory and quality-focused investment opportunities remain appealing to long-term investors. Ajay mentions key sectors to watch, the "China Plus One" strategy in manufacturing, and why India’s politics are advantageous for business.What’s covered in this episode: The boringly steady economyWhy India’s val...2024-10-3121 min
Value ResearchIn conversation with Ajay Tyagi, Head of Equities, UTI AMCListen to Ajay Tyagi of UTI Asset Management Company discuss insights from his two-decade career in asset management, investment strategy, why he has stayed with the same fund house for the past 23 years and much more.
2024-03-1838 minValue ResearchIn conversation with Ajay Tyagi, Head of Equities, UTI AMCListen to Ajay Tyagi of UTI Asset Management Company discuss insights from his two-decade career in asset management, investment strategy, why he has stayed with the same fund house for the past 23 years and much more.
2024-03-1838 min
Stock PathshalaThe Good And BAD of Ex-SEBI Chairman Ajay TyagiWhy was Ajay Tyagi not given an extension? What was about Ajay Tyagi that made him different from his several predecessors?
Ajay Tyagi led SEBI honorably however at times controversially. And now he is being replaced by the first female chairman of SEBI ever, Madhabi Puri Buch.
Ajay Tyagi's name will be associated with someone who was not ever frightened to take on the big names when a violation was committed. Madhabi really has some heavy shoes to fill in.
His decisions related to Karvy being penalized were criticized and questioned by many...2022-03-0909 min
Akash BaraiSEBI launch New App #saarthi For Investors app all you need to know about.is Poadcat me Sebi ke new update mobile app #saarthi launches for investors education or sebi launched saarthi app all you need to know about saarthi mobile app Hindi me cover karege.. explanation in Hindi by Akash Barai.Ajay Tyagi, chairman of the Securities and Exchange Board of India, introduced Saa ₹thi - a mobile app for investor education – on Wednesday. #शेयरबाजार.SAARTHI aap Link👇https://rightinfo-to-you.blogspot.com/2022/01/good-news-for-small-investors-sebi.htmlon my blog☝️upstox Free Demate Account (video)https://youtu.be/wc1ElQZOtz8Read short educational update...2022-01-2302 min
All Things MarketsHow critical are Q2 earnings as liquidity normalisation set to startInvestors are eagerly watching company results to see whether earnings growth justifies share-price gains during the sizzling stock-market rally this year. Companies are facing rising investor expectations going into the second-quarter earnings season as the Indian markets have outperformed global peers, with valuations near historic highs. However, the market faces possible headwinds from rising commodity and energy prices, global supply-side disruption, and potentially unfavourable bond-equity yield dynamics.
So, how critical are Q2 earnings for markets as liquidity normalisation both by the US Fed and RBI may start to set in soon. To understand that, Mint’s Nasrin Sultana is in co...2021-10-2122 min
BusinessLine PodcastsBusinessLine Investment Podcast: All about growth/value investment strategyDo you know what growth/value investment strategy is?
In Conversation with Satya Sontanam, Ajay Tyagi, UTI Mutual Fund tells us more about growth investment strategy.
Listen in.
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Send in a voice message: https://podcasters.spotify.com/pod/show/business-line/message2020-11-1113 min
Exchange Invest057 Exchange Invest Weekly Podcast August 8, 2020CCP safety row sparked by Sir Paul Tucker. CBOE delivers decent results along with the Intercontinental Exchange and many others in the parish while LSE disappoints, and indeed LSE, Borsa, Italiana news spins out, CBOE, complete their MatchNow purchase and a surprise in India as Ajay Tyagi’s contract is renewed as head of SebiMy name is Patrick L. Young. Welcome to the bourse business, weekly digest. It's the Exchange Invest Weekly Podcast. We begin this week in CCP land. There was a fascinating statement by the previously little known Systemic Risk Council. Their chairman is none other than Sir Pau...2020-08-0819 min
Exchange Invest057 Exchange Invest Weekly Podcast August 8, 2020
CCP safety row sparked by Sir Paul Tucker. CBOE delivers decent results along with the Intercontinental Exchange and many others in the parish while LSE disappoints, and indeed LSE, Borsa, Italiana news spins out, CBOE, complete their MatchNow purchase and a surprise in India as Ajay Tyagi’s contract is renewed as head of Sebi
My name is Patrick L. Young. Welcome to the bourse business, weekly digest. It's the Exchange Invest Weekly Podcast.
We begin this week in CCP land. There was a fascinating statement by the previously little known Systemic Risk Council. Their cha...2020-08-0819 min