“I do not take the market’s view as gospel truth, but I also do not assume it is foolish or stupid”
ASK Group’s Bharat Shah on why the market is his guidepost when it comes to deciphering tangible price and intangible value
N Mahalakshmi - October 17, 2020
Cochin Shipyard has been sailing at full steam. Now, the weather is turning rough
The PSU is navigating a rough sea, and time will prove if it is the sturdiest sailor around
V Keshavdev - October 08, 2020
Hedge fund manager Samir Arora on why the lessons we have learnt from Warren Buffett are selective and wrong
The founder of Helios Capital favours diversification to capitalise on market serendipity
N Mahalakshmi - October 06, 2020
Is the current ‘polarized’ market, the new normal?
In a liquidity fueled environment, the textbook definition of ‘value’ has long ceased to exist
September 30, 2020
Is there more upside left in specialty chemical stocks?
The sector has been on a tear, especially due to the supply disruption in China
September 08, 2020
This is what the government needs to do to maximize the value of its PSU holdings
Many good PSUs are undervalued because investors are wary about the government's ill-timed selling
Chaitanya Dalmia - September 07, 2020
Crompton Greaves Consumer Electricals has been doing well but there is a tightrope walk ahead
The electricals company has triumphed over its troubled past and now it needs to secure its future
Debangana Ghosh - August 11, 2020
Why EMs are more immune to COVID-19 disruption than DMs
GMO’s EM equity team makes a case for MSCI EM Index’s resilience and speedy recovery
July 30, 2020
Its IPO was overhyped but is it time to relook at SBI Cards?
Listing amidst a pandemic hurt its market cap, but analysts feel the SBI subsidiary could bounce back in FY22
Anishaa Kumar - July 02, 2020
Will we see further earnings downgrade post Q1FY21 results?
As the lockdown continues in several parts of the country, growth is barely picking up
July 16, 2020