Chakri Lokapriya on how to play defence and premiumisation themes
“With valuations way up there, FMCGs will tread water for the next couple of quarters because there are no real signs of an acceleration of push. But there are pockets where you will start to see spending because things like, four- wheelers SUVs, which are rural plays but also election related plays.” Key Points
Economic TimesStaying away from Paytm, focusing on PSUs: Chakri Lokapriya
“Unsecured lending has become an RBI focus and therefore some of the loan growth rates will taper down and they will have to do a certain amount of cherry picking within their customer base to reinvent the quality of the book so that it does not become an NPA in the future. Meanwhile, we stay on the sidelines in Paytm and the likes of Paytm.” Key Points
Economic TimesThe Physics Trick That Makes These New Super Cars So Insanely Fast
Zero to 60 in 1.4 seconds? By lowering air pressure under the car, automakers can dial the acceleration way up. Key Points
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