Presentation by Mr. Rajeev Thakkar, CIO, PPFAS Mutual Fund at the Financial Opportunities Forum held on October 20, 2016.
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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.
We normally study why & how businesses are built & scaled which seems like a positive bias for looking at reality. With this discussion, let’s take a look...
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...

