When the upcycle in a sector is very strong
Poorly managed companies also make returns
2021 steel cycle-
SAIL went up from 30 to 120
Now in the current credit upcycle:-
PSU Banks are making money!
But does this mean credit culture has changed for PSU Banks?
No evidence of that
More from Aditya Shah
SEBI cuts REIT lot size to 1 unit....this will boost the liquidity and encourage more participation!
REIT is like a mutual fund that invests in physical real estate assets!
Read more
REIT is like a mutual fund that invests in physical real estate assets!
Read more
Real Estate Investment Trusts (REITs) Simplified.
— JST Investments (@JstInvestments) June 9, 2021
A product that provides a fixed income that is better than FD +an upside like equity.
A Thread \U0001f9f5\U0001f447