Samir Arora to Rahul Arora - Reliance has increased the saleability of Indian Markets to a new level ! -@Samirarora
Heavy Hitting ! Recent Additions in Global folio - Hilton and Marriott
Views - Anything will look like a recovery post what has happened ! But not interested in making a portfolio of all beaten down names.

FMCG has several segments. All unique and cater to specific subsets. Know what you own and why you own it :) Wonderful :) You have the eye for detail :)

Sharing and compiling some positive Examples from leading firms across the globe - How they have handled THIS situation #CoronavirusOutbreak #coronapocolypse #CoronavirusPandemic (1/n) IT companies - Google, MSFT, Zoom, Slack - made some of their products free to support WFH
Macy, Walmart - Improved policies in cleaning their stores.
vox.com/recode/2020/3/… (2/n)

Large gains

(900-1000bps lower tax rate)
Avenue, Colgate, Nestle, Page, Asian Paints, Crompton, Jubilant, Britannia, UNSP, HUL paid 33-35% effective tax
Low gains

(300-500bps lower tax rate)
Marico, Titan, Dabur, Emami, GCPL benefit lower as they had exemptions
Source : CS No impact on IT Services

No material impact on tax rates on the IT services companies from these tax cuts.

The current blended effective tax rates of 22-27% are a combination of higher tax rates paid
outside India and much lower tax rates paid in India.

“We’ve long felt that the only value of stock forecasters is to make fortune tellers look good. We believe that short-term market forecasts are poison and should be kept locked up in a safe place, away from children & also from grown-ups who behave in the market like children- WB If you believe “experts” have enough foresight about financial events to make a meaningful difference. Unfortunately they don’t. After reviewing brokerage reports, you will quickly realize most of what passes for financial advice and forecast is really ‘financial fiction’ !