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Dreamfolks – Can it be a proxy for high consumer and premiumization spending
Most air travellers would have availed lounge access in domestic and international airports through their debit or credit cards. They would also have correctly figured that card issuing entities like HDFC Bank, SBI, ICICI etc
Could Biocon Lead a Pharma Rally
Indian pharma industry saw its sunny days between 2010 and 2015 when drug patents worth $100 expired. Indian companies saw phenomenal growth due to generics exports. The Nifty pharma index went up 4x during this
Is Paytm a Worthy Bet
Paytm is synonymous with digital payments and is one of the leading players for digital transactions in India. Earlier, its revenue streams were fluctuating but with passage of time, they have become crystallized into following
Why Nexus Select Trust REIT Looks Interesting
Nexus Trust is a REIT (Real Estate Investment Trust) sponsored by Blackstone. It came out with an IPO in May 2023 at a price of Rs 100 which expanded its unit base to 151.5 cr
When To Sell
Anyone who has worked long enough in the stock market would know that the selling decision is far more difficult than the buying decision. Sell too early and investors miss out the bulk of the
Stock Selection
Common complaint of the elder generation, ‘those were good old times’ is rightly criticized for its blanket debunking of the present in favor of the past seen through nostalgia tinted glasses. The world has indeed
WACC
WACC is the weighted average cost of capital. It is the minimum return that a company must earn to satisfy all the stakeholders (viz lenders and shareholders) who give money to the company. Lenders demand
Govt Debt Sustainability vis a vis GDP Growth
Basic rule is that nominal GDP growth should be more than the interest rate for govt debt to not balloon. If the interest rate in a country is 6% then the nominal GDP growth rate
Inflation and Investing
Two main ideas to keep in mind about inflation’s impact on money and other assets are: a) ‘Real’ assets keep getting more expensive. Hence owning real assets is better than owning cash.b) Cash keeps losing