@think_in_points Yeah, but it's well known now imo that the K curve is taking shape in India. Like you said, the rich are def getting richer.
However, the poor have been uplifted - I do believe the data shows a decline in poverty / improvement in PCI.. it's the middle class getting squeezed
@ABiggerSpalash@paarugsethi Very surprising. The popular opinion seems to be that there's been a fall in footfalls (and hence BO numbers). Even PVR Inox results point to this, right?
@volklub What are your thoughts on the DCT gearbox on the Kia Sonets sirji? Can we buy confidently for city use or the overheating can create issues and we should stick to the Brezza?
@drip_dividend InvITs aren't that simple though, as I'm sure you know. The lack of terminal value is one reason why I'm conflicted about advising this to retail investors. Even we can go wrong with these. PGInvIT and IRB are the other examples of poor returns