Will private sector bank valuations correct further?
With uncertainty over the magnitude of bad loans due to the moratorium, banks may face a rude shock in the coming months
July 30, 2020
Global fisher
Rajeev Thakkar, CIO, PPFAS MF, chases opportunities across borders but maintains an expansive checklist
Debangana Ghosh - February 19, 2020
Difficulties of managing debt funds in India
Debt funds are essential but tough to manage, writes the CIO of PPFAS MF, as he lists out his reasons for staying away
Rajeev Thakkar - July 26, 2019
Pilgrimage to Omaha
PPFAS MF's Rajeev Thakkar on why value investors attend the Berkshire Hathaway Annual Meeting every year
April 26, 2019
