All about cycles and cyclicals | Jiten Parmar | CFA Society India

Watch Jiten Parmar present on "All about cycles and cyclicals", originally presented at an event organised by CFA Society India, Delhi chapter.
Jiten Parmar is co-founder of Aurum Capital.
The CFA Society India, established in April 2005, is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. As one of the over 140 CFA Institute member societies, The CFA Society India connects local members to a global network of investment professionals.

[@narendrasharma4069]

Great insight....i could foresee the same capex problem happening in optical fiber and this year optical fiber prices crashed suddenly due to oversupply..everyone anticipated that there will b lot of demand from telecom sector for optical fiber for 5G investments
But now telecom is deferring the capex due to sector financial problems across the globe...! I can very much relate this to that sitiation

[@shankarh6915]

Great qualitative insights!

[@reeshavdey2374]

its really disappointing to see, CFA can't get the sound right

[@shankarh6915]

Something tells me that you’d mostly be disappointed in life

[@pskawale]

Sound quality is not up to the mark

[@amitkadam3999]

Thank you very much for great video

[@drprasannasuru]

That leading FMCG company is Nestle India
Leading IT company is Wipro.

[@nishpatel5897]

Thank you, sir !

[@divyakumari1246]

Rain industries is a good one consolidating , waiting for March result

[@adhetodavesica]

Audio is not good.

[@surajpandit3630]

🙏🙏🙏 Thank you

[@suindude8149]

Aurum capital as the great goer in the cyclical performane market,like other competitors the are maintaing must be sustainable product lines to invigorate the fund raising capabilities worldwide to generate all possible goals along with the peers,of all strata.
Going global in a manner of centralization and decentralization elasticity may be a great market behaviour to raise the high proportionate market of capital by EODB manner.

[@nithinlakshmanan328]

Any chance of getting transcripts or notes ?

[@sujonpalit3436]

No

[@techindiacg1400]

always boot the audio like this

[@divyjain123456]

Why is he mumbling?

[@methalijain7834]

Because he is not an great orator like you?

[@rajeevgupta2869]

Speaker is not confident

[@gopinath_ravi]

🤣 He is not appearing for school speech competition. He is a great fund manager.

[@methalijain7834]

And you are not great investor as him.

[@sushil6509]

Bro whatt do you even know him lol