The new accounting standards IND AS will have implications on earnings, revenues and valuations of companies. Some of the changes are only cosmetic in nature while some of them might have some deeper implications. Its effect on each of the company/industry might be different and needs to...
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Technology is generally supposed to improve our productivity, but when we walk around with our hand held distractors, it becomes difficult to justify the productivity gains. At this month’s FOF, Thursday, January 19 2017, at the Garware Club House – PPF Hall, 5th Floor...
Rajeev Thakkar, CIO of PPFAS Mutual Fund discusses renewable energy, electric cars and the way forward. There was a time, when mobile technology was in its nascent stage and most were skeptical about its cost effectiveness. Today, the convergence of internet, e-mail and mobile technology...
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.
Presentation by Mr. Rajeev Thakkar, CIO, PPFAS Mutual Fund at the Financial Opportunities Forum held on October 20, 2016.