Abhishek Kothari 🇮🇳 @kothariabhishek
Fund Manager at Aviva India. Ex - CNBCTV18; Ex - Sell side analyst Views are personal Tweets are for education Comments aren't recommendations F1 fan. avivaindia.com Mumbai, India Joined October 2009-
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Foreign ownership in Indian equity market is the lowest in 13 years
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Agle baras, jaldi aana 🙏 Ganapati Bappa Morya
#Whatsappforward Seeing at the markets now… many may understand the saying “each new day starts with hope and ends with experience”
Wishing you & your family, bountiful harvest of happiness and good fortune this #Onam
Meeting a very good and old friend Jay Kale.. one of the best auto analyst on sell side @Jaykale
#Blockdealalert Aptus Value Housing Sellers: WestBridge Crossover Fund LLC, Konark Trust & MMPL trust Clean out trade Floor price at Rs316 per share (~4.9% discount to closing price) Offer size: 8.23cr shares or 16.46% of shareholding Total size: Rs2600.2cr BRLM: Investec
Amongst lenders: Asset quality Next leg of pain… sub Rs10-15 lakh loans Continued pain: Auto financiers Pain may peak out: microfinance segment Do your own due diligence as well.. This is not a recommendation by any means
Yield pricing is keeping some players at abeyance from loan growth While some players are giving out irrational yields to get loan growth Amongst NBFC’s; some pain is yet to come for certain lenders.. worst may not be over
From a banker: One good sized bank is giving any rates to corporate... its like business at any rate.. destroying certain market Some PSU banks are lending at fixed deposit rate to corporates! Do your own due diligence.
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