From Global Themes to Stocks, how to actually decide
About this Live Session
Investing in global themes like AI, clean energy, or digital transformation sounds exciting, but the real challenge is knowing how to move from a broad theme to actual investment decisions. With so many companies linked to a theme, it can be difficult to identify which opportunities truly align with the long-term story.
In this session, we will break down how to evaluate global themes and narrow them down to the right stocks or investment options. We will also discuss the key factors to look at before investing, so your decisions are based on structure and conviction, not just market buzz.
The session will focus on helping you build a practical framework for turning global themes into actionable investment ideas.
Key Agenda
How to identify investable global themes
Moving from a broad trend to specific investment opportunities
How to evaluate companies within a theme
Understanding valuations, risks, and long-term potential
Common mistakes investors make when chasing themes
Building a structured approach to theme-based investing
Vaibhav Jain brings 12+ years of corporate experience across investment banking, financial planning, private wealth management, fintech, and broking.
An MBA from IIM Indore and a CFA and CMT Charterholder, he has worked with institutions such as Deutsche Bank, Edelweiss, WealthDesk, and PhonePe’s Share. Market - gaining a 360° view of how money moves through markets.
Over the years, he has trained multiple corporate employees for financial planning, taught 10,000+ students as Visiting Faculty at institutes like IIM Indore and 20+ other top institutes.
Currently, Vaibhav is a founder of 2 companies: Vaibhav Jain Classes, where he teaches offline and online courses in CFA, CMT, Technical Analysis, M&A, SAPM, Valuation, etc.
The other one being Capital Quill, which is into content agency and finance consultancy.
Vaibhav is also very active in volunteering with CFA Society India and CMT Society India.
He was also the initial founding member of the IIM Indore Alumni Association.