Wrt china vs India for liquor no comparison as stated. China liquor is 90% consumed with in china because alcohol is part of Chinese culture at home, office, bank, financial institutions, great hall of politicians, marriage, death, birth, birthdays, passing out from school, college. It’s not same in India. Yet it’s going to do well because Indian girls have started drinking now as they r getting employed
Et now as always is the only channel to understand investing
He has bought stake in IBHFL, a housing finance company
I bought aavas and repco
Brilliant,very insightful take as always by Madhu sir
The marquee man Madhu Kela
Kela ji temperature rise is due to coal burning for power Generation...
Look the power stocks during monsoon when power demand is low.
Which housing finance is 1 time book value?
In India limited pocket capacity. Any company making Indian Desi Alcohol at cheap price will thrive.
Wrt china vs India for liquor no comparison as stated. China liquor is 90% consumed with in china because alcohol is part of Chinese culture at home, office, bank, financial institutions, great hall of politicians, marriage, death, birth, birthdays, passing out from school, college. It’s not same in India. Yet it’s going to do well because Indian girls have started drinking now as they r getting employed
Madu kela holding hunter beer.