Source: IDFC Securities Research
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Mega Trend: India Packaging
Source: Antique Research Report on Mold Tek Packaging
(Figures in US $ Billion)
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Linkfest: January 30,2018
Some stuff I am reading today morning:
Economic Survey explains why the stock market is booming (ET)
Indirect tax payer rises by 50% (Mint)
Seat Belts,Condoms and the Indian Equity Investor (Eighty Twenty)
Our PMS funds have under performed (Motilal Oswal)
Stock Talk: Sanwaria Consumer (Oscillations)
The cloning of India’s public sector banks (Quint)
Short Sellers in a bull market (Macromon)
How perception shapes our investment reality (Mullooly)
Aamir’s film beats Star Wars at China’s box office (Bloomberg)
Downsides to dying with too much money (White Coat Investor)
Find the inflation numbers absurdly low…certainly not my experience.
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Current Nifty Sector Weights
Source: IDBI Capital Research
