Raj Mehta talks about the Dairy Industry in India. The talk spans across the history of the industry, different products & it’s market size as well as the variables an investor needs to take into account before investing in these companies.
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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. The key to understanding risk is to what extent in a debt portfolio does it have exposure to one security/bond. The...
Raunak Onkar takes a look at the Diagnostics Lab business. An easy to understand, a scalable, cash-generating business model with limited entry barriers.
Our Guest Speaker, Mr. Jiten Parmar talks about his experience & what investors should be aware of when investing in Cyclical Businesses.
CIO of PPFAS, Mr. Rajeev Thakkar speaks about disintermediation in financial services.