Recently I attended sohn india conference held in Mumbai on 3rd June 2016. Prominent names from investment fraternity were present & gave wonderful insights. I’ve tried to put together all the pointers that i noted during the conference. Excluded 2-3 speakers, as i did not find their ideas interesting enough.
Took some time in putting all the notes together, so publishing with a little delay. Hope you find it useful.
I have included ideas from;
- Ramdeo Agarwal, Motilal Oswal – Indigo
- Sunil Singhania, Reliance Mutual Fund – Alcoholic Beverages Sector
- S Naren, ICICI Prudential – Healthcare Services Providers ( Fortis / Narayana Hridayalaya / Apollo etc. )
- Kenneth Andrade, Oldbridge – Coromandel International
- Shiv Puri, TVF – Repco
- Akash Prakash, Amansa Holdings – Federal Bank
- Rakesh Jhunjhunwala, Rare Enterprises – Tata Motors & DLF