We are delighted to continue "In Conversation with...", our webinar series hosted by Sunil Garg, MD & Chief Investment Officer at Lighthouse Canton.‍

For our second episode, Sunil is joined by Rahul Chadha, Founder & CIO of Shikhara Investment Management, for an in-depth discussion on navigating Asian equity markets amid geopolitical uncertainty and technological disruption.

The session will explore:

From Mirae to Shikhara: Rahul's path through two decades in Asian markets, from building strategies at Mirae to founding Shikhara
The Shikhara strategy: Long only, long-biased, or long/short — and how the fund navigates volatility in North Asia, semiconductors, and memory
The AI "bubble" debate: Separating genuine AI-driven earnings from capex without monetization
Beyond AI: a diversified process: Rahul's broader investment approach, and how he navigates the Asian landscape
Where markets are headed: Rahul's outlook on Asian equities and the left-tail risks he's watching most closely

‍Register here: https://us06web.zoom.us/webinar/register/4317700257752/WN_9k8o-dp1SaWZJDbldVx7Ow