I look forward to presenting at the upcoming investing conclave organized by @AI_Feb21 and @AlphaWealth000. A fantastic line-up of speakers promises a full day of engaged learning.
Enjoyed being on @ETNOWlive discussing US India trade deal and how it will impact the trade dynamics, Indian rupee and various sectors of the Indian economy.
Speaker 1: @rajeev_agr sir (Doordarshi India Fund) @ias_summit #IAS2025
+ Idea: Tamilnad Mercantile Bank
+ Thesis:
* Retail, Agri & MSME based lender (Advances against ...collateral, secured against collateral; Just 0.3% unsecured)
* Asset quality continues to improve (GNPA from