When I bought Hdfc in 1979 and 1980 there was 1 Housing finance company. Now there are 125. All expecting to grow at 30% CaGR. Lovely.
— Subramanyam PV (@pvsubramanyam) September 6, 2017
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Author: Raoji
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Mega Trend: India’s growing work force
Source: Bloomberg
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Linkfest: September 06, 2017
Some stuff I am reading today morning:
A disruptive “Patanjali Moment” awaits Indian Pharma (MC)
Accounts frozen, 2L Companies get shell shocked (ET)
IPO Analysis: Bharat Road Network (Mint)
ICICI Lombard gets SEBI approval for IPO (BL)
5 Micro Cap Stocks with Multi-Bagger Potential (Mudar Patherya)
Tiny changes can have big implications (Prof Sanjay Bakshi)
When the hedge is worse than the thing being hedged (TRB)
What I learned in the last year (Morgan Housel)
Averaging Down (Market Fox)
Hong Kong: 1300 Buyers fight over 4 Flats (SCMP)
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Meanwhile in North Korea…
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Watch out, Bajaj Finance !
Hero Fincorp aims to be known as India’s Next-Gen Ultra Lean Credit Champion !
This poem from their Annual Report captures their ambition and determination.
