Amit Kumar of HDFC Securities Limited presented his investment thesis on holding companies in India at Asian Investing Summit 2022.
Amit discussed two examples as part of his presentation: Maharashtra Scooters (India: MAHSCOOTER), affiliated with the Bajaj group of companies; and Kama Holdings (India: KAMAHOLD), affiliated with SRF Ltd.
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About the instructor:
Amit Kumar, CFA has twelve years of experience in financial analysis, investment research, and corporate banking. He focuses on researching mid- and small-cap stocks in the Indian market. He looks for sustainable earning growths and healthy return on equity. He holds an MBA (finance) degree from XLRI Jamshedpur. His graduation was in the field of production engineering from NIT Trichy, a top engineering colleges in India. Apart from investment research, his hobby is long-distance running. He is part of Striders, a leading running club in Mumbai and has completed dozens of half marathons.