Abhishek Murarka 💹🐂
@abhymurarka • 107,163 subscribers
Focus on the downside and the upside will take care of itself - Howard Marks; Investing with a Catalyst approach; CA | IIM Lucknow.
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While listening to a Let's talk money podcast by Monika Halan 🇮🇳, a user's complicated debt problem query came up. I think this is not to be brushed aside as just bad credit behavior - this raises concerns on the quality of underwriting, systems and checks. The broad media headline is that Indian Banking NPAs are at historic lows, but has the credit cycle gone spurious in some pockets? How was this Gold loan sanctioned where the end use was to service her Home loan emis and investments? While Gold prices softening, investors should be cautious on this pocket I believe.
Abhishek Murarka 💹🐂57,372 views • 1 month ago
Three minutes of philosophy worth an MBA course. Ft. Manish Sabharwal with Roshan Cariappa 🇮🇳
Abhishek Murarka 💹🐂149,027 views • 7 months ago
There goes India's e-waste recycling story. 📽️ Tech iela (Insta)
Abhishek Murarka 💹🐂238,288 views • 2 years ago
Mr. G Maran of Unifi makes an important point here - Nifty will likely underperform midcap and select select sectors growth. 2/3rd of Indian market cap is in Nifty 50 companies, most of which are at a valuation that cannot justify their growth. RT if you find it relevant.
Abhishek Murarka 💹🐂197,519 views • 3 years ago
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