“If the similar situation happens because of any other reasons, we will be looking it with an open mind. But right now, valuations are prohibitive for us to take incremental calls,” says Pankaj Tibrewal, IKIGAI Asset Managers.Interesting that you say that that there is still value on the table and you just fleetingly mentioned some … Read more
“Policy relaxations in terms of risk weightages, ignored by the markets, and the third important point is the policy rate cut action after five years ignored by the markets,” says Pankaj Tibrewal, IKIGAI Asset Managers.Well, could have been better if markets were better.Pankaj Tibrewal: These are all cycles. You have seen it all across. So, … Read more
“And when the loss pool comes down or moves from loss to profit, the aggregate headline profit growth seems to be very large. And that is what is happening in this year, FY24 and probably early part of FY25, which is exciting the market,” says Pankaj Tibrewal, Kotak MF. It is a great point that … Read more