Ann: FND FY25 Guidance & Market Update Presentation, page-26

  1. 108 Posts.
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    As I mentioned in one of my earlier posts, the only risk I saw was personnel, where key employees leave TSI and interrupt the business.

    But after listening to the podcast, the ingenuity of the key people and the involvement of FND directors should mitigate those risks.

    Indian economy is mostly self-sustaining that even the Yen carry trade issue only had and will have very minimal issue on the market.

    So FND is mostly protected against the global macro issues and because cash economy mainly centre around the middle-class, like healthcare, mostly protected from micro issues.

    Have accumulated more during the "recession scare/yen carry trade" sell-off!!!
 
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