₹2.2 Lakh Crore Fund Manager Reveals Where Smart Money Is Going | Kushal Lodha #348

➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86 ➡ The 9:15 Club - India’s smartest young investors community: https://forms.gle/GyUiatVUJoUUkkcm6 ➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC... Rahul Singh, CIO of Tata Mutual Fund (₹2,20,000 Cr+ AUM), breaks down his investing framework built over 20+ years-from CRISIL credit rating to managing equity and hybrid funds at Tata AMC. 1-How to identify if a stock has "priced in" surprises-IT sector case study 2-Why gold is a de-dollarization hedge for the next 3–5 years, while silver behaves like a cyclical commodity 3-Power sector value chain decoded-thermal utilities, EPC, transmission, equipment suppliers 4-Free cash flow yield, EBITDA traps, and valuation metrics that actually matter 5-Simple 3-fund construct for young investors — Multi Asset, Flexi Cap, Small Cap Subscribe to Konversation with Kushal for deep conversations with India's top money managers every week. #TataMutualFund #PowerSectorIndia #GoldInvesting2026 #SmallCapFunds #AssetAllocation #FreeCashFlowYield #ITSectorOutlook #DeDollarization #MutualFundInvesting ➡ 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... Follow Kushal Lodha on Social Media: 📝 LinkedIn:   / kushallodha548   📷 Instagram:   / kushallodha548   📱 Twitter:   / kushallodha548   Follow guest on Social Media: 📝 LinkedIn: https://www.linkedin.com/in/rahul-sin... Timestamp: 00:00:00 Intro & Trailer 00:01:39 Investing Journey Deep Dive 00:05:22 How to Check Pricing Power? 00:09:02 AUM of Tata MF 00:09:35 Commodities Deep Dive 00:13:01 Why Gold is Falling Despite War? 00:15:01 Copper Deep Dive 00:16:36 Rare Earth Metals and China 00:18:43 Asset Allocation Deep Dive 00:22:30 Sectoral Funds Deep Dive 00:23:02 IT Sector Deep Dive 00:29:46 Power Sector Deep Dive 00:40:19 Telecom Sector Deep Dive 00:44:10 EV/EBITDA Deep Dive 00:45:49 EBITDA Deep Dive 00:49:24 Industries with Higher ROCE 00:51:45 Stock Picking Framework Deep Dive 00:54:21 Large vs Mid vs Small Cap 00:56:46 Is it Best Time to Invest? 00:59:20 Tata Mutual Funds and Trust Deep DIve 01:01:38 What Would Mr. Rahul Ask Himself? 01:02:57 Bets That Went Wrong 01:04:04 Conclusion & Outro #kushallodha