
Intrinsic Equity
7.4K posts

Intrinsic Equity
@rishithegreat41
I analyze select stocks and discuss it through its entire life cycle. No buy / sell recommendation ... that is individual prerogative. Am also an avid trekker.


We have heard you. Clearly and openly. Over the past few days, our community and customers have spoken - and we have listened. Today, we are standardizing our In-Store Style Guide and sharing it publicly and transparently: lenskart.com/style-guide-le… These guidelines explicitly and unambiguously welcome every symbol of faith and culture our team members carry - bindi, tilak, sindoor, kalawa, mangalsutra, kada, hijab, turban, and more. Not as exceptions. As who we are. Lenskart was built in Bharat, by Indians, for Indians. Our 2400+ stores are run by people who bring their beliefs, their traditions, their identity to work every day. That is not something we will ever ask anyone to leave at the door. If any version of our workplace communication caused hurt or made any of our team members feel that their faith was unwelcome here, we are deeply sorry. That is not who Lenskart is, and it is not who we will ever be. We make a commitment today - not just in words, but in the document we are publishing - that every policy, every training material, and every communication that carries the Lenskart name will reflect these values. We remain committed to applying these guidelines fairly and consistently, and will continue to review and improve our processes. We will do better. And we will keep earning your trust. 🙏 -Team Lenskart











In today’s Markets Daily India, we look at record foreign fund outflows, retail investor confidence, and the dour outlook for solar module makers. bloomberg.com/news/newslette…

In today’s Markets Daily India, we look at record foreign fund outflows, retail investor confidence, and the dour outlook for solar module makers. bloomberg.com/news/newslette…







Asked someone from the industry whether foreign investors are still interested in allocating to India. The TLDR: Interest has pretty much died out. India is seen as geopolitically exposed, especially to an oil shock. There are no real AI plays. Valuations are rich. And the rupee situation doesn't help. On top of that, investors who were sitting on gains have taken money off the table and are now looking at markets like Japan, Taiwan, Korea, Europe etc instead. He also pointed out that our LTCG/STCG structure and the increase in STT have made India less attractive compared to other markets that are seeing inflows. If we need to attract FPIs back, and we do, fixing this feels like pretty low-hanging fruit.



A plastic bottle does not disappear without a trace. It transforms into micro and nanoplastics. Research shows how plastic particles become part of natural processes. What does this mean for our health and the future of ecosystems? More information via the link.

Asked someone from the industry whether foreign investors are still interested in allocating to India. The TLDR: Interest has pretty much died out. India is seen as geopolitically exposed, especially to an oil shock. There are no real AI plays. Valuations are rich. And the rupee situation doesn't help. On top of that, investors who were sitting on gains have taken money off the table and are now looking at markets like Japan, Taiwan, Korea, Europe etc instead. He also pointed out that our LTCG/STCG structure and the increase in STT have made India less attractive compared to other markets that are seeing inflows. If we need to attract FPIs back, and we do, fixing this feels like pretty low-hanging fruit.


Asked someone from the industry whether foreign investors are still interested in allocating to India. The TLDR: Interest has pretty much died out. India is seen as geopolitically exposed, especially to an oil shock. There are no real AI plays. Valuations are rich. And the rupee situation doesn't help. On top of that, investors who were sitting on gains have taken money off the table and are now looking at markets like Japan, Taiwan, Korea, Europe etc instead. He also pointed out that our LTCG/STCG structure and the increase in STT have made India less attractive compared to other markets that are seeing inflows. If we need to attract FPIs back, and we do, fixing this feels like pretty low-hanging fruit.






