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Musings

Tag: Covid-19

Zee: Stay At Home Stock with a Stay Away From Promoter
Posted on July 21, 2020July 23, 2020

Zee: Stay At Home Stock with a Stay Away From Promoter

A promising pivot to streaming from a traditional media behemoth hamstrung by promoter issues Continue reading Zee: Stay At Home Stock with a Stay Away From Promoter

Gold Financiers
Posted on June 18, 2020July 23, 2020

Gold Financiers

Gold loans are a truly unique and robust “Made for India” financial product that are having their moment in the sun in these strange times, and are well worth investor (and borrower) consideration Continue reading Gold Financiers

Covid-19: Asset Allocation and Government Policy
Posted on May 2, 2020July 23, 2020

Covid-19: Asset Allocation and Government Policy

Household balance sheets and consequentially national economies would be much more resilient if more people owned houses Continue reading Covid-19: Asset Allocation and Government Policy

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