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ITC Ltd.: Why PPFAS MF's Rajeev Thakkar doesn't want to raise his exposure in private sector lenders


Do you feel there is still value to be found as we are starting to see broader market participation?
If we look at trailing earnings, then markets seem overvalued but the difficulty with trailing earnings is that 2020 has been an exceptional year in terms of the pandemic and how everything got disrupted. So a stable level of earning is what people are grappling with. It is easier to go stock by stock and figure out whether it makes sense to own a stock or not, but it is difficult to take a macroeconomic call or to predict Nifty earnings.
We are sticking to simpler businesses where we have visibility. Overall, it is a difficult question to answer. There are pockets of over exuberance and we are seeing that in some very small companies or some of the IPOs in the US and things like that. So, clearly there are pockets of froth. At the same time, there are businesses which seem reasonably attractive to hold from a five-year plus kind of perspective. ....

India General , Rajeev Thakkar , Bajaj Finserv , Axis Bank , Bajaj Holding , Bajaj Group , Microsoft Azure , Amazon Prime Video , Hindustan Unilever , இந்தியா ஜநரல் , ராஜீவ் தக்கர் , பஜாஜ் பின்செருவ் , அச்சு வங்கி , பஜாஜ் வைத்திருத்தல் , பஜாஜ் குழு , மைக்ரோசாஃப்ட் நீலமான , அமேசான் ப்ரைம் காணொளி , ஹிந்துஸ்தான் யூனிலீவர் ,

ITC Ltd.: Where did PPFAS MF's Rajeev Thakkar invest in the last 6-8 months?


Do you feel there is still value to be found as we are starting to see broader market participation?
If we look at trailing earnings, then markets seem overvalued but the difficulty with trailing earnings is that 2020 has been an exceptional year in terms of the pandemic and how everything got disrupted. So a stable level of earning is what people are grappling with. It is easier to go stock by stock and figure out whether it makes sense to own a stock or not, but it is difficult to take a macroeconomic call or to predict Nifty earnings.
We are sticking to simpler businesses where we have visibility. Overall, it is a difficult question to answer. There are pockets of over exuberance and we are seeing that in some very small companies or some of the IPOs in the US and things like that. So, clearly there are pockets of froth. At the same time, there are businesses which seem reasonably attractive to hold from a five-year plus kind of perspective. ....

India General , Rajeev Thakkar , Bajaj Finserv , Axis Bank , Bajaj Holding , Bajaj Group , Microsoft Azure , Amazon Prime Video , Hindustan Unilever , இந்தியா ஜநரல் , ராஜீவ் தக்கர் , பஜாஜ் பின்செருவ் , அச்சு வங்கி , பஜாஜ் வைத்திருத்தல் , பஜாஜ் குழு , மைக்ரோசாஃப்ட் நீலமான , அமேசான் ப்ரைம் காணொளி , ஹிந்துஸ்தான் யூனிலீவர் ,

TVS Group Begins The Arduous Task Of Simplifying Ownership Structure


TVS Group begins the arduous task of simplifying ownership structure
The rearrangement of shareholding of TVS Group will help the next generation of entrepreneurs branch out to newer investment areas
December 11, 2020 / 05:30 PM IST
For the first time since the mid-1990s the century-old TVS Group laid bare its intentions of simplifying the ownership structure of group companies, which it believes will ensure that the control of group companies rests with the management.
Even as further details are awaited, the idea is to allow one promoter family that is holding shares in one entity to have control of the company it runs. This way the ownership structure of individual companies will also get clearer. ....

United Kingdom , Sriram Viji , Sundaram Iyengar , Ram Santhanam , Venu Srinivasan , Venu Srinivsan , Sundaram Clayton , Lakshmi Venu , Viji Santhanam , Sudarshan Venu , Sundaram Industries , Bajaj Holding , Motor Company , Rahul Bajaj Group , Managing Director , Tata Sons , Rahul Bajaj , ஒன்றுபட்டது கிஂக்டம் , ஸ்ரீராம் விஜி , சுந்தரம் ஐயங்கார் , ரேம் சாந்தனம் , வேணு ஸ்ரீநிவாசன் , சுந்தரம் களிமண் , லட்சுமி வேணு , விஜி சாந்தனம் , சுதர்ஷன் வேணு ,