If you were to pick 4 stocks for a 10yr concentrated growth PF, which would they be? I've picked: 1. Granules India 2. SKS Microfinance 3....
Mine SKS Micro 20% PI 20% Repco 20% Granules 20% Cap First 20%
What are the fastest growing NBFCs by sales growth? by profit growth? What are the niche areas for NBFCs?
I think valuations are prohibitive. Granules and JB Chemicals look okay.
Get out of all those stocks!
You are experiencing loss aversion syndrome. Cut all infra and capital intensive stocks in one swoop! (Mkt will crash between now and Oct 31 so do...
I like Deepak's list. But I think I'd trim it further. 2. Granules 4. IDFC 5. Repco Home 7. PI ind
Thanks all. Thanks Meenakshi for the share. I think PE multiples might compress in the short term, but if they continue their growth for a couple...
The question is - What were the reasons why SKS didn't get the small bank and payments bank license? Will they eventually get it? Microfinance as...
Will SKS Microfinance recover from missing out on the small bank and payments bank license? Is it a good long term buy now? I can't believe RBI...
Dear Meenakshiji, Can you please share your top 5-7 high conviction picks? That way, when Mr. Market gives us an opportunity (perhaps next week...
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