Category: Observations

Around 11:20 am today, well known PMS fund manager Porinju Veliyath tweeted as below:

AllCargo @ 170, one of the largest logistics company, an underperformer priced at Rs.4000 Cr seems to be at an inflection point. Explore yourself. We hold in PMS & AIF. https://t.co/kUTFByyPMF

— Porinju Veliyath (@porinju) November 29, 2017

The effect on the stock price was immediate

Source: WhatsApp Forward

Source: Pension Partners

Every developed country central bank in the world is maintaining negative real interest rates (easy monetary policies) 8 years into a global expansion

Before Employee Expenses overtake revenues !

Source: Exchange Filings of MTNL