With the telecom wars in the news recently we take a look at the sector as a whole, some historical context & see how it can help us find new investment ideas.
Raunak tracks the Technology, Pharma & Media sectors at PPFAS Mutual Fund among others. Apart from his primary areas of research he has a wide variety of interests spanning across sectors & industries. Through his presentations he has covered diverse topics from Media, Pharma, Technology, Retail (online & offline), Telecom to topics like Disruption & Business Failures which synthesizes his reading interests. He brings in his observational style to the presentations which make them engaging & provide lots of resources for further research.