Vallum Capital Advisors

𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐟𝐮𝐥 𝐃𝐢𝐬𝐜𝐮𝐬𝐬𝐢𝐨𝐧 𝐨𝐧 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐌𝐚𝐫𝐤𝐞𝐭 𝐑𝐞𝐬𝐮𝐫𝐠𝐞𝐧𝐜𝐞 – 𝐅𝐞𝐚𝐭𝐮𝐫𝐢𝐧𝐠 𝐌𝐚𝐧𝐢𝐬𝐡 𝐁𝐡𝐚𝐧𝐝𝐚𝐫𝐢 Our CEO and Portfolio Manager, Manish Bhandari, recently joined the 𝐌𝐨𝐫𝐧𝐢𝐧𝐠 𝐁𝐫𝐢𝐞𝐟 𝐏𝐨𝐝𝐜𝐚𝐬𝐭 of The Economic Times to discuss a highly topical issue: 𝑪𝒉𝒊𝒏𝒂’𝒔 𝒎𝒂𝒓𝒌𝒆𝒕 𝒓𝒆𝒔𝒖𝒓𝒈𝒆𝒏𝒄𝒆 𝒂𝒏𝒅 𝒊𝒕𝒔 𝒑𝒐𝒕𝒆𝒏𝒕𝒊𝒂𝒍 𝒊𝒎𝒑𝒂𝒄𝒕 𝒐𝒏 𝒈𝒍𝒐𝒃𝒂𝒍 𝒎𝒂𝒓𝒌𝒆𝒕𝒔, 𝒊𝒏𝒄𝒍𝒖𝒅𝒊𝒏𝒈 𝑰𝒏𝒅𝒊𝒂. In this conversation, Manish shares his insights on: 1. Historical patterns of Chinese market rallies 2. The evolving economic strategies in China 3. How this resurgence might affect India's market and investors globally Tune in to the full episode for an in-depth analysis and expert perspectives. 🎧 🔗 Listen here: https://lnkd.in/gimbj3bC

Is the Chinese stock rally sustainable? We believe it is. Chinese SSEC markets are up 20% in one month. There is a lot of speculation about the sustainability of this rally. There's prevailing skepticism about China's economic strength, with many investors adhering to the mantra “Anything but China” due to fears of a balance sheet recession. However, the economic recovery indicators suggest significant rebounds in domestic tourism, passenger car sales, and movie revenue, which challenge the narrative of a recession. The Chinese trade surplus is exceeding US$80 billion per month, with total exports approaching US$281.7 billion, indicating buoyancy in economic activity. China's government has introduced measures to support the economy and stock markets, which have largely gone unnoticed. These policies have created a favorable investment climate, similar to past strategies in Japan. As China aims to assert itself in global financial markets, the Indian markets may face volatility during this transition. This suggests a potential shift in the investment landscape, with China poised for a more prominent role in global markets, driven by economic recovery indicators and government policy support, despite existing skepticism and challenges in the U.S. financial sector. The detailed note has more insights. Manish Bhandari #China #Investing #IndiaInvesting #GlobalInvesting #GlobalMacro

Opportunity in Equity Research at Vallum Capital Advisors! We still have one more spot available for our project-based / internship in Equity Research. We’re looking for talented #Python and #TradingView coders with a good grasp of MS Excel and financial tools like Ace Equity. If you’re ready to work with real financial data and gain valuable industry experience, please share your resume and cover letter at hr@vallum.in. We’d love to hear from you—apply today!

𝐈𝐧𝐭𝐞𝐫𝐧𝐬𝐡𝐢𝐩 / 𝐏𝐫𝐨𝐣𝐞𝐜𝐭-𝐁𝐚𝐬𝐞𝐝 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬 𝐢𝐧 𝐄𝐪𝐮𝐢𝐭𝐲 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐚𝐭 𝐕𝐚𝐥𝐥𝐮𝐦 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬! Vallum Capital Advisors, a SEBI-registered Portfolio Manager managing ~ INR 1,750 crores in Indian listed equity investments, is offering internship and project-based roles in Equity Research. Whether you're looking for a hands-on internship experience or a project-based role, this is your chance to work closely with our Equity Research Analyst Team and contribute to high-impact projects. 𝐀𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐑𝐨𝐥𝐞: - Position: Equity Research Intern / Project-Based Role (Paid) - Location: Remote/On-site (Flexible) - Reporting to: Equity Research Analyst Team 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮’𝐥𝐥 𝐃𝐨: - Support equity research using #Python and #TradingView for market analysis and technical insights. - Perform in-depth stock research using #AceEquity and employ web scraping techniques to extract relevant financial data. - Build and automate financial models using #AdvancedExcel, #VBA, and #Macros to streamline processes. - Present research findings through #PowerBI dashboards, providing real-time insights to support key decisions. 𝐖𝐡𝐚𝐭 𝐖𝐞’𝐫𝐞 𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐅𝐨𝐫: - Bachelor’s degree (completed or in progress) in Economics, Finance, Investment Management, or a related field in Fund Management and Technology. - Experience or coursework (CFA, FRM) related to equity research, financial markets, or data analysis. - Proficiency in Python, TradingView, Ace Equity, and Advanced Excel (VBA and Macros). - Familiarity with Power BI or similar data visualization tools. - Interest in Indian equity markets and a passion for integrating technology into financial research. 𝐖𝐡𝐲 𝐉𝐨𝐢𝐧 𝐔𝐬? - Tailored Experience: Choose between a focused internship or a project-based role that aligns with your career goals. - Real-World Exposure: Work on live projects alongside the Equity Research Analyst Team, contributing directly to strategic decision-making. - Skills Development: Build valuable skills in equity research, financial modeling, and data-driven analysis using the latest tools. - Mentorship: Receive guidance and insights from industry professionals to help grow your expertise and career. 𝐇𝐨𝐰 𝐭𝐨 𝐀𝐩𝐩𝐥𝐲: - Send your resume with the file name as Your Name_Mobile Number. - In your email, use the subject line - Resume_Your Name_Project (for project-based roles) - Resume_Your Name_Internship (for internship roles) - Email your application to hr@vallum.in For more details, feel free to call 8655966291 or WhatsApp. Join Vallum Capital Advisors and gain the experience that will shape your future in finance and investment management! #EquityResearch #InternshipOpportunity #ProjectBasedRole #Python #TradingView #AceEquity #AdvancedExcel #PowerBI #VallumCapitalAdvisors #FinanceCareers #InvestmentManagement

#paryushan #investing #micchamidukkadam

Insights from Our Founder: Manish shares his expert perspective on navigating market cycles with Vallum Capital Advisors's GARP strategy. By focusing on companies with strong fundamentals, regardless of size, and analyzing earnings cycles carefully, we continue to find value in key sectors like Chemicals, FMCG, and Affordable Healthcare. Remember, risk is often about perception, not just reality. Discover how Vallum Capital Advisors turns market challenges into investment opportunities. #ManishSpeaks #VallumCapital #GARPStrategy #MarketInsights #SmartInvesting #EfficientMarket #EarningsCycle #SectorSpotlight #RiskReward

We are excited to share that Mr. Manish Bhandari, our esteemed CEO & Portfolio Manager, has expressed his enthusiasm for participating in the upcoming exclusive Post-Budget Analysis session hosted by mastertrust.

Mr. Manish Bhandari, CIIA and PGDBA, Director and Principal Officer of Vallum Capital Advisors and Board Member of APMI, shares his thoughts on APMI and the APMI Conference 2024. Prior to establishing Vallum Capital, Manish was Vice President and Portfolio Manager (Equities) at ING Management in India. His exceptional insights and achievements have earned him recognition as a regular expert commentator in the industry. For more informative updates, follow us! #PortfolioManagement #InvestingInIndia #APMI #InvestmentExcellence #FinanceCommunity #VallumCapital #APMIConference

🌟 Embracing the Journey: Why Work-Life "Balance" Might Not Be the Ultimate Goal 🌟  In the pursuit of success and fulfillment, we often hear about the importance of achieving work-life balance. Let's rethink our approach. Our Director, Neha Bhandari says instead of striving for a perfect equilibrium, it's valuable to focus on embracing the journey itself. "Life is dynamic and ever-changing. There are moments when work demands one's full attention, and other times when personal life takes precedence. And you know what? That's okay!" One should allow themselves the flexibility to adapt to life's curveballs. Learn to navigate the ebbs and flows with resilience and grace. She is reminded of this every day when she sees her women co-workers bringing positive energy and enjoying what they do. Here are some thoughts Neha Bhandari would like to share with all amazing and hardworking women who multitask all the time 💃   🌄 Lose balance to find balance: The key is to embrace the uncertainty of life, for it is often in letting go of control ✨ that we discover true balance. If work demands extra hours, compensate with quality time for yourself later. Remember, balance is a journey, not a destination.   🌈 Develop a balanced mindset: True balance begins within. When faced with challenges, ask yourself why they affect you. By understanding the root cause, you empower yourself. Remember, balance is a state of mind; it's not about adopting quick fixes but cultivating a mindset that keeps you centered.   On this Women's Day, let's encourage each other to find harmony in chaos, embracing the beauty of challenges and victories. Together we, Neha Mehta, Sheetal Narsanna and Tejal Solanki put in constant efforts to create a workplace where balance is not just a goal but a shared commitment to well-being.  #BalanceInLife #WomensDay #WorkLifeHarmony #inclusion #vallumcapitaladvisors #IWD2024#EmbraceTheJourney #PersonalGrowth #ProfessionalDevelopment

Check out the latest article written by Manish Bhandari: Invoking Sixth Sense and its role in Business & Investing here; https://lnkd.in/dEUmB7ke #investing #economics #reading #hdfcbank #goldmansachs