The CIO of HDFC Mutual Fund is a huge fan of PSU Banks and his schemes have large holdings in them.
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Mega Trend: India’s Urbanization
Source: CARE Ratings
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Nirav Modi- Uncanny Coincidence
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Linkfest: 15 Feb, 2018
Some stuff I am reading today morning:
How the PNB fraud happened (ET)
Nirav Modi-The man behind the PNB fraud (Mint)
Worst of NPAs yet to come (BS)
Banks may take 30,500 Cr hit due to rising yields (Rediff)
The double standards of PayTM’s Sharma (BL)
Stock Talk: Petronet (MC)
Indians are moving the cheese market (Quint)
It’s different this time (Macro Tourist)
Market Turmoil and Investment Serenity (Aswath Damodaran)
The advent of a cynical bubble (James Montier)
Fourth Dimension used to be a red hot scrip in the SME space.
