Hi @Rajesh_Singh sir, have you made any change in your PF? Any PoV on whether entering in K2INFRA at its current level would make sense?
Thanks in advance for sharing your thoughts 
Rajesh’s portfolio (06-10-2024)
Financial stability could weigh more than macro signals (06-10-2024)
The Reserve Bank of India faces a triple challenge: geopolitical uncertainty in the Middle East, inflation driven by fluctuating farm output, and softening economic growth. As the Monetary Policy Committee convenes, the focus is on liquidity and deposit crunches rather than merely interest rates.
ET Poll: RBI may hit pause button on interest rates again (06-10-2024)
The Reserve Bank of India (RBI) is expected to keep the repo rate unchanged at 6.50% due to concerns over sustained inflation and geopolitical tensions in West Asia. The central bank may also shift its monetary policy stance to neutral, reflecting tolerance for surplus liquidity in the banking system.
AIFs, govt in talks over ‘carry income’ tax (06-10-2024)
The Indian government seeks insights from the private equity and venture capital sector on global tax practices for fund managers’ carried interest as it examines the imposition of GST on such earnings. A recent Supreme Court decision helps facilitate ongoing discussions about aligning with international tax norms.
Ola Electric – Full Stack EV play? (06-10-2024)
It would be interesting to see if Bhavish’s behaviour on twitter will have an impact on the share price tomorrow. Every second post on my feed is yet another person calling him out.
Olectra Greentech – Electric Bus Opportunity (06-10-2024)
Thats good. You have visibility where they closed Q1?
Zomato CEO shares his experience as a delivery exec (06-10-2024)
The Zomato CEO and his wife Grecia Munoz, who changed her name to Gia Goyal on Instagram, earlier took on the role of delivery partners to deliver orders in Gurugram and get a first-hand experience of challenges faced by them.
Burger King ~ Whopper of an Opportunity (06-10-2024)
what does this mean, can you pls elaborate?
Why Crompton Greaves Consumer may underperform (06-10-2024)
The stock of Crompton Greaves Consumer Electricals has shed about 12 per cent since the start of the month due to a muted near-term outlook. Demand slowdown across segments and pre-buying in cooling products in the June quarter are expected to weigh on revenues going ahead. In addition to pre-buying in the preceding quarter, demand conditions are soft on account of lower consumer spending due to inflationary conditions, weakness in rural demand and the fact that Q2 remains a soft quarter after a strong summer.