It is always interesting to hear Raunak talk. However, PPFAS MF has completely missed out on investing in India's capital goods, defence and infra sectors. The govt and some private players are running very profitable and growing businesses in these sectors for the last 3-4 years and this is likely to continue for the next 2-3 years at least. Even in the international investment section, there are good stocks outside the IT industry with reasonable valuation and having good prospects for long term sustainable growth. Is there an issue with PPFAS research or investment decision making or both? The size of PPFAS Flexi Cap Fund is now big enough to look for investment opportunities outside India not only in the US but elsewhere too.
Raunak is class.. always a pleasure to listen to
So articulate and clear headed. Great interview👍
I Envy raunak a lot , I have done my MBA from the same college.
Woh kaha pahuch Gaye hum kaha reh gaye 😢.
Such a great content!
It is always interesting to hear Raunak talk. However, PPFAS MF has completely missed out on investing in India's capital goods, defence and infra sectors. The govt and some private players are running very profitable and growing businesses in these sectors for the last 3-4 years and this is likely to continue for the next 2-3 years at least. Even in the international investment section, there are good stocks outside the IT industry with reasonable valuation and having good prospects for long term sustainable growth. Is there an issue with PPFAS research or investment decision making or both? The size of PPFAS Flexi Cap Fund is now big enough to look for investment opportunities outside India not only in the US but elsewhere too.
Great talk…but then it’s at par for Raunak! (listening to whom is always educational)
Wow.
Thanks Melissa
Larissa :)
@@MoneyTalkWithL oops.
Auto correct.
Good evening Larissa
Regular watching, insightful. How about asking the analytical questions about one hit and one miss ?
Noted. Thanks Suresh.