Last month*, our research team at Ambit issued a ‘sell’ call on HDFC. I was taken aback for more than one reason. For one, I have always believed that HDFC is the finest home mortgage company in the world. That apart, it was Deepak Parekh who put in the initial Rs.2 crore capital in Ambit after we moved away from RSM.
Think Beyond, Stay Ahead
"It is not just about returns...what matters is credibility"
Investment banker Ashok Wadhwa emphasises that distance is essential to maintain objectivity
Summer wine and salad
Kishore Singh - January 19, 2015
The million-dollar question: Is investing a game of luck or skill?
Shankar Sharma - May 04, 2021
Every crisis is an opportunity, if you are on the right side of equities
Samir Arora - May 04, 2021
Viraj Mehta trusts the toughness and bounce of a company that has seen many trials
Viraj Mehta - May 04, 2021
Safir Anand spots a mid-sized company with the right chemistry and catalytic circumstances
Safir Anand - May 07, 2021