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. Presentation is available here for download: ; Disclaimer: Viewers should assume that PPFAS’s Clients, PPFAS, its...
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Raunak Onkar talks about the evolution of the Media Value Chain as streaming & subscription services have started to dominate viewers’ wallet share & argue about its effect on linear TV consumption. The presentation is available here for download: ; Disclaimer: Viewers...
If you’ve ever felt the Pharma sector is too difficult to understand, you’re probably right. With a lot of moving parts & uncertainty about the future direction, it’s tough to guess the fortunes of the sector. Raunak Onkar discusses the Pharma Sector in reasonable...
Equity returns are different in nature in different contexts and opportunities in markets. Typically returns are multiplicative in nature. Very frequently it’s not additive/asymmetric returns. These are situations where market presents rarely but can be rewarding. In concentrated...