Vivek Ananth

Chartered Accountant—Now: Content Lead @mstock_in Earlier: @Wealthy_India @Trendlyne, @businessline, @thekenweb and @cogencis

[Vivek Ananth @writtenback]

The latest Bazzar & Beyond podcast by @mstock_in is out. @deepakshenoy and I sat down for a longish conversation to discuss and break down what is happening with markets, how geopolitics and the AI narrative are influencing the way investors think. Do watch/listen.
https://t.co/UcWK8StT3N

[mStock - Mirae Asset Capital Markets India @mstock_in]

The Manipal Health Enterprises IPO is opening today.

With 49 hospitals, a strong pan-India presence, and a mix of fresh issue and OFS, it brings a major healthcare player to the market.

Are its strengths enough to outweigh the risks?
What’s your view?

[Brian Feroldi @BrianFeroldi]

If investing feels boring, you’re doing it right.

[Devina Mehra @devinamehra]

Looking for something to watch over the weekend?

Rather interesting talk I had with Vivek Ananth of @mstock_in Mirae Asset Management

https://t.co/V0RfAkaH55

Covers a whole lot:

What is the biggest hole in your retirement plan?

Why following rich and successful investors can be the worst mistake you may make?

Why go global?

Why just investing in the US is not enough?

Why simple and seductive lessons like buy and forget don't work?

What does the long term history of gold tell you?
And the long term history of wars and conflicts?

In book recommendations I can guarantee that you cannot guess the last book quote I have given 🙃

Happy watching
Share. Comment

[mStock - Mirae Asset Capital Markets India @mstock_in]

Is “Buy & Forget” bad investing advice?

In Bazaar & Beyond, Vivek Ananth speaks with @devinamehra (@firstglobalsec) on investing myths, diversification, AI hype, gold, and portfolio mistakes.

Watch Now: https://t.co/E4rVw2d1tZ

[Vivek Ananth @writtenback]

This was a really interesting conversation with @devinamehra . It got a bit freewheeling and made me question some of my ideas about investing. Do watch

https://t.co/FqiLSF5WXI

[Vivek Ananth @writtenback]

It really depends if one looks into the hood as to what the company contains. This entire deal seems to be a way for the founder to repay some of the debt that was taken to acquire the “AI” business which was originally called Twitter: this website. There’s no other reason to pile on that business into a space exploration startup.

[Vivek Ananth @writtenback]

This is a very interesting conversation I had with Ramneek Kundra (@iramneek)
for Bazaar & Beyond. We spoke about his investing approach, how investors can steel their resolve and invest for the long-term and all the discussions around FPIs and flows into India. Do watch

https://t.co/s6s3IkKnSA

[mStock - Mirae Asset Capital Markets India @mstock_in]

Markets are driven by narratives but not all create value.

In this episode of Bazaar & Beyond, Vivek Ananth speaks with Rahul Veera (Nippon Life India AIF) on valuations, market noise, and long-term thinking.

Watch Now: https://t.co/fCoD96VIGM

[Vivek Ananth @writtenback]

Is India’s growth story a wealth opportunity or a trap? I spoke with Rahul Veera of Nippon Life India AIF about navigating market narratives, identifying balance sheet red flags, and why patience is critical for long-term investing.
https://t.co/h4H8yNa8X4

[mStock - Mirae Asset Capital Markets India @mstock_in]

Markets are volatile, earnings growth has slowed, and global uncertainty is back.

In Bazaar & Beyond, Vivek Ananth speaks with Rakesh Vyas (CIO, Quest IM) on valuations, volatility, and what investors should do now.

Watch the full episode: https://t.co/dBrge0ncHh

[Vivek Ananth @writtenback]

Volatility is quite unsettling for investors trying to build long term wealth. So how does one overcome the fear of volatility? Watch this conversation with Rakesh Vyas of Quest Investment Managers. He lays out how investors should deal with market volatility while investing for the long term. https://t.co/98r9S4TOKy

[Vivek Ananth @writtenback]

Sat down for a long conversation on the mutual fund industry and what the future holds with Aditya Mulki of NAVI AMC (@navifinance) for Bazaar & Beyond by @mstock_in by Mirae Asset
It was a really in-depth discussion that will help investors and advisors understand how to think about investing and managing clients’ expectations.
https://t.co/GN8qU0FQgW

[Vivek Ananth @writtenback]

If you have x crore savings that is unencumbered, which you want the person who you make the nominee of your policy to have in case you are no longer around, then you don’t need a term insurance. So, if you want the nominee to have an earmarked amount of money in case something happens to you, unless you haven’t built that corpus, you need that term insurance. Post reaching that number, you don’t need that term insurance. There are many term insurance variants that you can check out that have added benefits, but this is the logical framework you should use.

[mStock - Mirae Asset Capital Markets India @mstock_in]

A single chokepoint handles a large share of India’s LPG, LNG, key chemicals, and even gold & silver imports. Any disruption here can impact energy, bullion, and industrial supply chains.

Here’s how much India depends on the Strait of Hormuz.

#StraitofHormuz #Crudeoil #mStock

[Deepak Shenoy @deepakshenoy]

This was a lot of fun - talking about the macro, the micro, the way to deal with it using allocation and so on:

[Vivek Ananth @writtenback]

I spoke to Naveen Wadhwa of @taxmannindia to understand how the Income Tax proposals in the Union Budget 2026 will impact people.
Do watch.

https://t.co/YJ5UGp2tJ0

[Vivek Ananth @writtenback]

Will we not need analysts to do financial modelling? Interesting times!

https://t.co/GOk5j9qqpg

[Vivek Ananth @writtenback]

I spoke to Gaurav Misra of Mirae Asset AMC on what the Union Budget holds for the markets, investors and the broader economy. Here is Bazaar & Beyond’s latest episode
https://t.co/cFP395hLJx

[Devina Mehra @devinamehra]

I am not in the habit of talking through my hat

It is National Housing Bank data over 50+ cities
42% return in 10 years on housing - 3.4% compounded

Even over several decades, the average is 4% returns

Add to it the illiquidity, it is not a great investment

The house you live in has other considerations