Entire value chain of Capital market players in India
One of the industries which will have its ups and downs. Over the longer term, its a business that will scale well
Disc: no recommendation to buy or sell
Parag Parikh Flexi-cap fund is a 12 years fund.
In last 12 years our investments have grown 7.5x.
Gold in last 12 years 3x only
Real Estate Flats in Bengaluru delivered 2x-3x or lower returns.
All that chest thumping returns about land – there is no validated record.
-1992: Stock market crashed 53%. (Harshad Mehta Scam)
-2000: Stock market crashed 20%. (Dot-Com Bubble Burst)
-2008: Stock market crashed 60%. (Global Financial Crisis)
-2016: Stock market crashed 6%. (Demonetization)
-2020: Stock market crashed 38%. (COVID-19 Pandemic)
But it recovered to a new all-time high each time
Don't let short-term fear control your long-term decisions
ZOOM OUT!
There are 50 Lakh farmers who earn more than 25 lakh annually. If only 5% wealthiest farmers pay income tax, govt. can collect ₹30k annually.
सिर्फ मिडिल क्लास ने देश के विकास ठेका नहीं ले रखा है।
Stop middle class extortion/vasuli through #TaxTerrorism#TaxLoot
India is expected to be the fastest growing major economy in the world for the next decade as per the Great Powers Index published by Mr. Ray Dalio.
(Mr. Ray Dalio is the founder of Bridgewater Associates, world's largest hedge fund).
Are you bullish on India? 🇮🇳🐂
The Aviation Industry in India is witnessing increased demand due to rising per capita income and growing aspirations of people. Here are a few proxies to play the Aviation Boom in India.
Had discussed the Aviation Industry and several other industries in detail in our Value Chain Webinar. Part 3 of the webinar is happening this Sunday.
https://t.co/PF5ey14TtX
Disclosure: no recommendation to buy or sell. Sharing only for learning purposes.
The Semiconductor Value Chain
Will be covering this in detail in our Value Chain Webinar this Sunday!
Credit: Idea for this infographic was taken from infographics created by @Quartr_App
The investments in the data centre space are expected to grow around 50% CAGR in India till 2030. Here are a few companies that can benefit from this theme.
Had covered this in detail in our Value Chain webinar.
Disclosure: not a recommendation. Only for educational purposes.
A sector to keep an eye out for post US Elections
Entire textile sector decoded in one simple infographic
Part of SOIC Value chain webinar where we covered more than 50 industries over 4 Sundays!
Disc: no recommendation to buy or sell.