Nitty gritties of investing in building material companies and more specifically the tile companies. The talk covers the competition from unorganised players, export potential for companies in the industry, premiumisation trends, and the impact of recent regulation changes on the industry.
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Chemicals Sector has been a wealth creator over the past decade. At our May 2019 FOF, Raunak Onkar speaks about how to analyse Chemical Businesses, the tailwinds & challenges ahead for the Industry.
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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 implicated in financial frauds. He also discusses their process & some common patterns to identify such characters...
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.
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...