The Indian Telecom sector has seen a gut-wrenching consolidation in the past two years. Raunak Onkar speaks about what’s different now, discusses the trends & possible investment themes. Disclaimer: Viewers should assume that PPFAS’s Clients, PPFAS, its Directors, Employees have investments in the stocks and Mutual funds that are spoken about (long investment positions). We do not short stocks or indices. We do not speculate in Futures and Options.
Raunak Onkar
Raunak tracks the Technology, Pharma & Media sectors at PPFAS Mutual Fund among others. Apart from his primary areas of research he has a wide variety of interests spanning across sectors & industries. Through his presentations he has covered diverse topics from Media, Pharma, Technology, Retail (online & offline), Telecom to topics like Disruption & Business Failures which synthesizes his reading interests. He brings in his observational style to the presentations which make them engaging & provide lots of resources for further research.
View all posts
Add comment