INTERVIEW

“This is 3-4x bigger than the 2008 crisis”
April 25, 2020
Sunil Singhania on why boring sectors such as utility are going to get attractive
Prathamesh Mulye - April 11, 2020
"We ought to be a bit more careful in attributing everything to the economy"
V Keshavdev - October 01, 2019

‘Elections are won with local leaders, PM is often a surprise’
Ruchir Sharma’s coverage of the Indian political system throws up interesting insights into coalitions and polarising leaders
V Keshavdev - May 13, 2019
“Look out for companies aspiring to dominate niche businesses”
Ambit Capital’s head of research, Nitin Bhasin, on what separates a handful of Indian companies from the also-ran
Jash Kriplani - February 23, 2018
"Real estate is the most effective way to capture the growth of the middle class"
Jaguar Growth Partners' Gary Garrabrant on the opportunities in the Indian real estate sector
N Mahalakshmi - September 01, 2017
"Indian yields unattractive in the short term"
Richard Iley, chief economist, emerging markets, BNP Paribas, talks about the prospects for the Indian market
Jitendra Kumar Gupta - September 29, 2016
India yet to reform under Modi, China a better investment bet
Jim Rogers on why China remains a better investment bet despite the slowdown
Jitendra Kumar Gupta - June 27, 2016
"Watching news channels hourly will not yield anything"
In the final part, Raamdeo Agrawal stresses on zero distraction when digging deeper to find great opportunities
Jitendra Kumar Gupta - January 13, 2016
"Value investors do not talk or focus too much on growth"
In the first of a two-part interview, Raamdeo Agrawal points out the drawback of the 100X study and the attributes of extraordinary growth
Jitendra Kumar Gupta - January 13, 2016
"Price to earnings is a rubbish way of computing value"
In the final installment, ASK group’s Bharat Shah explains why using P/E to derive value is plain stupid
Jitendra Kumar Gupta - December 07, 2015
"If you cannot value a business, then price has no meaning"
In the second of a three-part interview, ASK group’s Bharat Shah elaborates on the investing lessons learnt over a 29-year-long career
Jitendra Kumar Gupta - December 07, 2015
"Once you have clarity that something does not deserve your time...
In the first of a three-part interview, Bharat Shah of ASK group talks about why reading is an essential ingredient for investing
Jitendra Kumar Gupta - October 14, 2015
"Modi's reforms are critical for India"
Exclusive interview with emerging market veteran Mark Mobius of Templeton Global
Jitendra Kumar Gupta - August 28, 2015
"Buy into dips, unless you think India is structurally challenged"
Fidelity India’s head of investments prefers companies with strong balance sheets
V Keshavdev - August 07, 2015

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