Analysts are positive on the non-banking financial company (NBFC) segment in the long-term, even as their net interest margins are seen compressing in the next few quarters due to a rise in borrowing costs.
Close on the heels of the Securities and Exchange Board of India issuing norms for launch of silver exchange-traded funds, several fund houses have queued up at the regulator’s doorstep with their proposals on such funds.
In a replay of the investment preferences from a year ago, the lockdowns linked to the second wave of COVID-19 made investors make a beeline for the mutual funds' sectoral schemes that gave handsome returns.
A recent circular by the Securities and Exchange Board of India on investment into bank bonds has spooked investors, triggering a fall in banking stocks. Investors are already jittery over the issue of non-performing loans in the banking sector.
Open-ended equity schemes of mutual funds saw net outflows for the seventh consecutive month in January, even as the benchmark share indices touched record highs.
Stock idea presented - TCNS Clothing
Market leading consumer franchise trading at reasonable valuations, provided the thesis plays out over the next 12 months
(Presentation available for download below)
Industry Maps & Profit Pools
A 3 hour talk on how we go about understanding sectors and business by building industry maps and estimating profit pools. Bringing together learnings from well known frameworks popularized by Michael Porter, Pat Dorsey & Michael Mauboussin
(Presentation available for download below)
Speaking in depth about how wearing the operating manager's hat can enhance the quality of business analysis
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None of the content here constitutes investment advice since it is not specific to an investor context. The focus is on the investment process and on understanding Indian businesses through real examples, not on stock recommendations or specific investment products.
From SEBI Scores Page
Jaunary 31, 2023