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 life and SBI life.

The way to ascertain value is not based on price to earnings but embedded value. The embedded value is determined by the policies signed in the present and earnings from the future earnings.

With India on growth path, it is compelling to consider buying insurance companies, however, one needs to see the Indian embedded value and the overall valuation to its peers in terms o EV.

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Rajeev Thakkar

He is the Chief Investment Officer of PPFAS Mutual Fund.

Regarded by many as a polymath, his presentations, cover diverse topics ranging from the state of the shipping industry, corporate leadership, capital allocation and individual companies like Google. His audience usually takes to him wholeheartedly, as he possesses the endearing quality of 'talking to' them and not 'talking down to' them. Apart from them, certain presentations may be made by a few of their colleagues on account of them being well versed with a specific topic.

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