06.08.2026

Webinar 6 August 2026 | In Conversation With Rahul Chadha

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

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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.

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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

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Webinar 6 August 2026 | In Conversation With Rahul Chadha

OUR IMPACT

Insights

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I. INFORMATIONAL PURPOSEs ONLY

II. Obtain Professional Advice:

III. Non-Solicitation:

IV. Jurisdiction:

V. Right of Access Reserved:

VI. Accredited and Institutional Investors:

VII. No Intention to Sell:

VIII. Business Interests:

IX. Forward-Looking Statements:

X. Possibility of Loss:

XI. Communication and Data Privacy:

XII. Accuracy of Data:

XIII. Accounting Standards:

XIV. Malware and Viruses:

XV. Third-Party Websites:

XVI. Copyrights and Trademarks:

XVII. Loss or Damages:

XVIII. Access to Social Media:

XIX. Contributing to LCPL’s Social Media:

XX. use of cookies:

XXI. Right to Modify:

OUR IMpact

Insights

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contact

OUR IMPACT

Insights

contact

I. INFORMATIONAL PURPOSEs ONLY

II. Obtain Professional Advice:

III. Non-Solicitation:

IV. Jurisdiction:

V. Right of Access Reserved:

VI. Accredited and Institutional Investors:

VII. No Intention to Sell:

VIII. Business Interests:

IX. Forward-Looking Statements:

X. Possibility of Loss:

XI. Communication and Data Privacy:

XII. Accuracy of Data:

XIII. Accounting Standards:

XIV. Malware and Viruses:

XV. Third-Party Websites:

XVI. Copyrights and Trademarks:

XVII. Loss or Damages:

XVIII. Access to Social Media:

XIX. Contributing to LCPL’s Social Media:

XX. use of cookies:

XXI. Right to Modify: