Not all cons are alike. Each new con reveals a new way to dupe someone. At the April 2019 FOF, Rajeev Thakkar speaks about many international con-artists who have been...
Author - Rajeev Thakkar
He is the Chief Investment Officer of PPFAS Mutual Fund.
Regarded by many as a polymath, his presentations, cover diverse topics ranging from the state of the shipping industry, corporate leadership, capital allocation and individual companies like Google. His audience usually takes to him wholeheartedly, as he possesses the endearing quality of 'talking to' them and not 'talking down to' them. Apart from them, certain presentations may be made by a few of their colleagues on account of them being well versed with a specific topic.
Debt mutual funds have exposure to corporate bond paper. There is always a risk premium attached to these bonds and a spread over the government-backed bonds/treasuries...
CIO of PPFAS, Mr. Rajeev Thakkar speaks about disintermediation in financial services.
On the eve of the launch of India’s first REIT, Rajeev Thakkar explains the nuances…
On the eve of the launch of India’s first REIT, Rajeev Thakkar explains the nuances… Disclaimer: Viewers should assume that PPFAS’s Clients, PPFAS, its...
Life Insurance (part 1): Life insurance companies are few and far between in the listed space. Some of the big names are HDFC standard life, Max life, ICICI prudential...
Rajeev Thakkar elaborates on what to look for, while investing in an Asset Management Company Extract from ‘Rajeev Thakkar discusses the business aspects of Asset...
On March 20, 2018, at Financial Opportunities Forum, Rajeev Thakkar speaks about how Predictable events can be identified by carefully studying trends in different...
Mr. Rajeev Thakkar takes a look at how Private Equity businesses have shaped the business & investment climate in the Indian context. Private Equity investors have...
Rajeev Thakkar on the current state of the auto sector…He also dispels a few ingrained notions about Maruti Suzuki and dwells on its parent, Suzuki Motors...
Equity returns are different in nature in different contexts and opportunities in markets. Typically returns are multiplicative in nature. Very frequently it’s not...