Indian Food Processing Industry- Growth opportunities post the Covid-19 pandemic
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Howard Marks is back with his two cents beautifully encaspulating the major trends that could gain traction as geopolitical tensions ease.
TL;DR : Countries and Companies will focus on building on-shore supply chains/ domestic sourcing atleast for essentials rather than relying on other nations\imports. The pendulum will swing away from Globalization. (Atmanirbhar America)
https://www.oaktreecapital.com/insights/memo/the-pendulum-in-international-affairs
“It’s my belief that because both free markets and regulation are imperfect – and because of the strength of people’s political and philosophical biases – we will never settle permanently on either a completely free market or a thoroughly regulated system. Any position will prove merely temporary, and the pendulum will continue to swing toward one end of the spectrum and then back toward the other.”
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Here is Saurabh Mukherjea’s view on the ongoing conflict and which way he thinks India will pivot. Refreshing perspective full of history:
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Unlike any Saurabh Mukherjee interview I have seen till date and really impressive in his clarity of thoughts.
He is an excellent salesperson and that may at times go against him, but there is no doubt that he is a very very well read person and has an exceptional ability to explain and distill down complex subjects.
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Great read -
Zomato has already started making +ve ebitda and losses are coz of the entry into new markets and resultant acquisition cost there.
Nykaa already makes profits and it is expected to increase in coming years due to a loyal customer base. Addressing big Niche market.
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Very interesting insight on the chest-beating Export figure announcement.
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Global ranking of the top 100 public companies by market capitalisation
As long term investors we should study global top companies to identify future trends.
The report by PWC is interesting; you may download PDF (Link is there in the article – a free download is available).
Below are takeaways:
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The largest contributing sectors by market capitalisation were Technology and Consumer Discretionary, together representing 52% of total Global Top 100 companies market capitalisation (March 2020: 46%).
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Out of 100; Tech 20; Consumer Discretionary 17; Healthcare 16; Finance 14 and consumer staples & Industries each is 9.
Note: Have some cautions; pwc put Tesla in Consumer Discretionary (Not in Tech) and Paypal in Industries (Not in financial). -
India has 2 companies in the top 100. As far as a unicorn is concerned, note the quote as; “Rest of the world - India is the hotspot representing 50% of the total Top 100 unicorns in the region by value and number”.
One may study the top 10-20 companies of China which provide interesting insight. If you do, please post for other members benefits.
Posting as I find interesting…
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Vijaykedia down to earth man simplicity
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Peter Thiel goes savage at Bitcoin Conference 2022, Miami.
Opening Clip : Peter talking at a conference in 1999. He’s making 2 predictions:
- It’s 1999, but he’s predicting that 1B people will have cell phones connected to the internet in 5 years (he’s right, but it took about 10 years instead of 5)
- People will have money on their cell phone. It will be a currency that isn’t controlled by their local government (sounds like crypto, without saying crypto)
And then he spits fire in his mic… 
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free to read this time
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Nice interview. Admin - Please delete if not relevant to the topic.
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Playlist:
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Many interesting insights in this interview…
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