Articles in “Sectoral Views” category
4 articles.
- PPFAS view on technology stocks
Encyclopedic reference on the PPFAS Mutual Fund approach to technology-sector equity investing. Covers the foreign-core technology allocation in Alphabet, …
- PPFAS view on Indian PSUs
Encyclopedic reference on the PPFAS Mutual Fund approach to Indian Public Sector Undertaking (PSU) equities. Covers the contrarian build of PSU positions during …
- PPFAS view on consumption stocks
Encyclopedic reference on the PPFAS Mutual Fund approach to Indian consumption-sector equity investing. Covers the long-running contrarian-build ITC position, …
- PPFAS view on banking and financials
Encyclopedic reference on the PPFAS Mutual Fund approach to Indian banking and financial-services equity investing. Covers the long-running positions in HDFC …