tag:blogger.com,1999:blog-34222023245340635032024-10-05T08:22:25.094+05:30I share what I read and what I think adds value to the readers. Topics could vary from finance, politics, spirituality, etc. Email me at firstcut@kayals.netManish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.comBlogger39125tag:blogger.com,1999:blog-3422202324534063503.post-26880372415128479352020-12-27T13:13:00.000+05:302020-12-27T13:13:54.980+05:30

 Youtube Link https://www.youtube.com/watch?v=ji7QSxmXcIs

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-6511977853164828132019-02-19T15:51:00.000+05:302019-02-19T15:50:12.865+05:30

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-57430028408475075682019-02-16T11:03:00.000+05:302019-02-16T11:06:53.770+05:30

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-48273477350646214002019-02-06T16:22:00.003+05:302019-02-06T16:22:45.294+05:30

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-34146407326611732022019-02-06T16:02:00.000+05:302019-02-06T16:02:33.479+05:30

List of issues Indian bureaucracy creates is amazing. Hope we are not creating too many barriers to drastically reduce the long term fund flows to India. This article highlights exactly the points which I am concerned about for India Issues which irritate foreign players ArcelorMittal on Essar Steel vs Indian steel players who doesn't want Mittal in India and playing all games

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-31703554356265867572019-02-06T13:18:00.000+05:302019-02-06T14:35:22.408+05:30

Ambit's BFSI Team is the best. Pankaj Agarwal understanding of the sector is unparalleled.

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-80429652988910207042019-02-05T13:22:00.002+05:302019-02-05T13:22:16.083+05:30

Whole world has bought Axis Bank and ICICI Bank. Never seen such a common consensus buy call from research houses.

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-34317012050132376922019-02-05T09:36:00.000+05:302019-02-05T09:36:12.030+05:30

As per MS report, the EV Charging Infra guidelines are comprehensive. Challenges include payback period for investments and possibly land acquisition

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-88525221712864482522019-02-01T23:00:00.000+05:302019-02-01T23:00:04.350+05:30

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-35000941438570913022019-01-29T11:05:00.000+05:302019-01-29T11:03:52.990+05:30

Green energy companies see red due to cancelled tenders, low tariffs (ET Article)Stupid bureaucrats making a mess of the sector."But other countries are also competing hard to attract capital and we fear that the government is sending a negative signal to investors. International capital can be fickle and once turned away, it would be extremely hard to attract these investors back to India,"

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-50457588652241542372019-01-24T12:12:00.000+05:302019-01-24T12:11:21.462+05:30

 

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-37360059003335164082019-01-24T12:04:00.000+05:302019-01-24T12:03:28.701+05:30

I am sharing below a note from Citi Research. There will be a complication of disproportionate magnitude if there is any tinkering done in this order. I hope the courts don't do anything here.

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-77666332173775467862019-01-24T11:35:00.000+05:302019-01-24T11:34:13.548+05:30

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-30795302640064607812019-01-24T11:12:00.000+05:302019-01-24T11:11:25.960+05:30

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-88559920545420246342019-01-24T11:06:00.000+05:302019-01-24T11:05:22.386+05:30

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-57156127889155919232019-01-24T09:43:00.003+05:302019-01-24T09:44:25.588+05:30

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-91094258955858580462019-01-24T08:53:00.000+05:302019-01-24T08:52:48.084+05:30

Snowbalisation: The steam has gone out of globalisation: A new pattern of world commerce is becoming clearer—as are its costs (Article Link)"Globalisation made the world a better place for almost everyone. But too little was done to mitigate its costs. The integrated world's neglected problems have now grown in the eyes of the public to the point where the benefits of the global order are

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-26472876394494938972019-01-23T12:43:00.001+05:302019-01-23T12:44:11.527+05:30

What Google Trends can tell us About Stock Picking (Source)Interesting Article one should readMost in the behavioral psychology world agree that cognitive biases affect every part of our lives, so it is safe to assume that it happens with stocks as well. Lack of focus on selling stocks sounds right as well, but it looks like there is no hard data to confirm this, at least where I looked. 

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-50176756013586956702019-01-23T12:43:00.000+05:302019-01-23T12:42:54.311+05:30

CLSA has a sell rating on Ashok Leyland...OuchI am a fan of the turnaround that happened in this company in the past decade. It pains to see the company getting impacted in this downturn.Btw, the analyst Nitij Mangal's sell call played out well. His grip on Tamo is better than many other analyst.

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-19918050115249392782019-01-22T16:35:00.000+05:302019-01-22T16:34:56.644+05:30

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-56999222641883200312019-01-22T14:55:00.000+05:302019-01-22T14:54:20.413+05:30

Mirae is one of the very few houses I like based on their investment process. The investment team publishes a note titled "Indian Pharmaceuticals: Bouncing Back" (source) which makes for an interesting read in brief.The snapshots with my markings are shared as below

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-30025060350299800322019-01-22T12:49:00.000+05:302019-01-22T12:48:55.887+05:30

Webinar organised by CARE Ratings on Foreign Portfolio Investments (Youtube link)Its always better to read / listen to rating agencies on their sector views rather than brokerage report which are biased and content is more tilted towards their investment thesis and has less content on sector. Inside NJ: India's largest mutual fund distributor (Article link)Neeraj Choksi and Jignesh Desai,

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-60373334617522243982019-01-21T17:10:00.000+05:302019-01-21T17:09:17.003+05:30

Interesting set of tweets by Palaniappan (Founder, Florintree Advisors)He started by sharing an article by commenting "Interesting development in the Canadian insurance industry https://www.institutionalinvestor.com/article/b1cqjvxkr0h6zm/A-Farmer-Found-a-Trojan-Horse-Inside-an-Insurance-Contract-Now-He-Might-Bring-Down-the-Canadian-Insurance-Industry#.XENMLxCtpRw.twitterand then shared his

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-3187846241661732912019-01-19T11:27:00.000+05:302019-01-19T12:25:15.602+05:30

Interesting post by Deepak Shenoy on SBI selling Essal Steel exposure. There is one interview of SBI MD reasoning the logic behind it Opinion: Why Is SBI Selling the Essar Steel Debt, One Day Before A Court Decision On The Resolution?https://capitalmind.in/2019/01/opinion-why-is-sbi-selling-the-essar-steel-debt-one-day-before-a-court-decision-on-the-resolution/ https://

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0tag:blogger.com,1999:blog-3422202324534063503.post-43771778474044953652019-01-18T20:05:00.002+05:302019-01-18T20:11:01.897+05:30

Investors would like to see the discount at which the holding companies trade. Here is data based on FY17 holdings Calculation of Holding Company Discount

Manish Kayalhttp://www.blogger.com/profile/18383847044923061934noreply@blogger.com0