Shows
Paisa Vaisa with Anupam GuptaWhy ₹30,000 Cr Monthly Inflows Change Everything | Paisa Vaisa | Anupam GuptaIn this landmark episode of Paisa Vaisa, Anupam Gupta reunites with the leadership team at White Oak Capital—Founder Prashant Khemka and CEO Aashish Somaiya—to dissect the radical transformation of the Indian market over the last three years. As the Nifty has surged from 18,000 to 26,000 and SIP inflows have hit a staggering ₹30,000 crores per month, we explore whether the Indian retail investor has finally matured or if we are simply chasing the latest momentum in gold and silver. Prashant Khemka provides a rare global perspective, drawing parallels between India’s current economic cycle and the "middle-income traps" t...
2026-01-0559 min
Moneycontrol PodcastIndia's new toll system, LPG prices, incentives to counter US tariff impact and moreNitin Gadkari promises a new national toll system within days, Hardeep Singh Puri defends LPG prices, calls India a winner in tariff wars, and top consultants back India’s edge in global trade shifts. On market mood: Fund managers bet on equities despite uncertainty, Sunil Singhania urges caution, Prashant Khemka stays bullish. Commerce Ministry mulls incentives to counter US tariff impact, PAG plans Nuvama exit; Sahyadri Hospitals draws interest and tiny Lesotho reels under Trump tariffs, pleads for relief.
2025-04-0904 min
TCW Investment PerspectivesSpecial Episode: Smaller Companies Can Drive Alpha in Emerging MarketsIf you want to generate alpha in small- and mid-cap companies that are in emerging markets, you’ve got to do your homework! On the heels of a new partnership announced by TCW and White Oak Capital Partners, TCW’s Anisha Goodly, managing director and head of the EM/Global portfolio specialist team, speaks with White Oak founder Prashant Khemka in a special podcast episode about how deep due diligence can be the best defense against undue risk.
2025-03-0614 min
Konversation with KushalHe Manages ₹80,000 CRORES With This Investment Mantra Ft. Prashant Khemka | KwK #138➡ Order my book 'Acing CA' here:
https://www.amazon.in/dp/8195816886?r...
➡ Order my book 'Unlocking Unicorn Secrets' here:
https://www.amazon.in/dp/0143461605?r...
🎧 Listen to Konversation with Kushal Episodes On Spotify:
https://open.spotify.com/show/0gLN318FZ5Ew9vyfZkNYoe
➡ For crisp learnings from the podcast, check out our clips channel: @kushallodhaclips548
https://www.youtube.com/@UCt8KJr-UIGAD71_RKaAclJA
--------------------------------------------------------------------------------
Follow Kushal Lodha on Social Me...
2025-01-201h 40
Money Makers236: Money Makers Investment Trusts Podcast - with Prashant Khemka (30 Oct 2024)In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Prashant Khemka, manager of Ashoka WhiteOak Emerging Markets Trust (AWEM) and the Ashoka India Equity Trust (AIE).
Section Timestamps:
0:00:24 - Introduction
0:01:13 - Thoughts on the Asia Dragon merger with Invesco Asia
0:04:28 - Emerging markets in general
0:11:37 - The significance of China in emerging markets
0:15:30 - Thc characterisation of value in India and China
0:19:33 - A short break
0:20:28 - Why own a global emerging markets trust over just an Indian trust?
0:22:00...
2024-10-3035 min
JohnBaronPortfolios.co.ukAshoka WhiteOak Emerging Markets (AWEM)When it floated in May 2023, AWEM became the first investment company to join the London market in 17 months. The company’s aim is to generate long-term capital growth by investing in securities that provide exposure to global emerging markets (EM), including companies on Western exchanges with EM exposure.
In this interview we spoke to Prashant Khemka, founder of WhiteOak and manager of AWEM and sister company Ashoka India Equity (AIE) about overcoming the challenges faced in bringing the trust to market; the comparative growth attractions of emerging markets when compared to Western counterparts; the company’s rigorous valu...
2024-10-0835 min
MarketBuzzMarketbuzz Podcast with Kanishka Sarkar: Exit polls booster likely to push market to record highWelcome to CNBC-TV18’s Marketbuzz Podcast, here are all the important cues ahead of the trading session of June 3
-In what is likely to be one of the most interesting sessions of the year or even more, the Gifty Nifty suggests not just a record high for Nifty but a start with gains of more than a whopping 500 points.
-Before the final D-Day tomorrow that is the result day of Lok sabha elections 2024, exit polls on Saturday forecast a historic third term for Prime Minister Narendra Modi. The exit poll results were also on similar lines of...
2024-06-0304 min
Why Invest?Prashant Khemka of White Oak Capital: Unlocking India's investment potentialIn this episode Luke Hyde-Smith is joined by Prashant Khemka, Founder and Chief Investment Officer of White Oak Capital Management. White Oak was founded in 2017 and has grown to be the largest independent manager of Indian equities, with over $8,000,000 of assets under management.Prashant explains White Oak's investment philosophy, emphasising a performance-first culture, rigorous stock selection, and the importance of governance and scalable business models. They discuss India's economic reforms, which have bolstered the country's attractiveness for foreign investment and India's favourable conditions for stock picking, the growth in IPOs, and the increasing allocation of global investors...
2024-05-2237 min
Money Makers197: Weekly Investment Trusts Podcast - with Prashant Khemka and Dan Higgins (10 Feb 2024)In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Prashant Khemka, advisor to the Ashoka India Equity Investment Trust (AIE), and Dan Higgins, lead manager of Majadie Investments (MAJE).
We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.
Section Timestamps:
0:00:39 - This week's guests
0:01:10 - Looking ahead to Episode 200
0:01:38 - Review of the week
0:02:46 - Corporate news and announcements
0:04:17 - Money Makers Circle
0:04:55 - Q&A with Prashant Khemka
0:05:13 - Background...
2024-02-101h 13
Far From The Finishing PostPrashant Khemka (White Oak) - A High-Performance Culture in Indian EquitiesPrashant Khemka has a strong track record managing capital in India and global emerging markets. He established Goldman Sachs Asset Management’s India franchise in 2006, was lead portfolio manager of Goldman’s India Equity and Global Emerging Market Equity strategies, and in 2017 founded White Oak Capital Management, where he has continued to deliver impressive returns. We discuss Prashant’s investment philosophy, how to build a high performing team, why investing is similar to elite sport, and the attractions of investing in India.Show notes:[01:27] Catching the investment bug[04:04] Prashant’s early career[06:16] Learning from a me...
2023-06-0239 min
Paisa Vaisa with Anupam GuptaNew Year Market Analysis with White OakSubscribe to Club Paisa Vaisa: Club Paisa Vaisa — Club IVM (ivmpodcasts.com)2023 starts big for #PaisaVaisa, as Anupam sits with Prashant and Aashish, Founder and CEO, at White Oak. Prashant and Aashish discuss the journey of India with Money, AIF, PMS, Mutual friends, Capital Markets and other financial properties. Discussing about White Oak's Finco-Opco, a unique valuation model, Prashant and Aashish share their predictions for Indian Market in the year to come.Passive vs Active Investing, debt-Investing, advice for new entrepreneurs and much more on this episode of #PaisaVaisa!About the ShowPaisa Va...
2023-01-0233 min
Standard Chartered India - Money InsightsViews from the Street: Chat with Prashant Khemka, White Oak CapitalIn today's episode of Views from the Street, we chat with Prashant Khemka, Founder & CEO of White Oak Capital. Join us to know more about Prashant's views on Indian equity markets, the earnings trajectory, his preferred sectors and themes, and much more.Speakers:Prashant KhemkaFounder & CEO, White Oak CapitalModerated by:Vinay JosephDirector & Head, Investment Products and StrategyStandard Chartered
2022-09-2215 min
The Art of InvestmentIndian equities, new age tech and Asia politics with Prashant Khemka, Founder of White Oak Capital ManagementIt was a privilege to welcome Prashant Khemka to the Art of Investment podcast this week. Prashant was CIO of Global Emerging Markets and India Equity at Goldman Sachs Asset Management before founding White Oak Capital Management in 2017, now a $5.4 billion AUM investment firm specialising in Indian equities. In this episode, Prashant shares his views on maintaining ‘balance’ within the firm’s portfolios, White Oak’s investment philosophy, the ins and outs of India’s stock markets, geopolitics within Asia and much, much more. For further information on White Oak Capital Management and Vermeer Partners please see website links below....
2022-09-0636 min