Favstar gets even better if you sign in.
Excellent insights on Nestle, Colgate and Marico http://www.arisaig-partners.com/our-diary-2013-mar.php … Refer the ESG section as well.
I will not be surprised if the Sensex hits 24k this year simply bcoz no one is expecting it!
We have started allocating money to state owned banks which we think are at distressed valuation.Last tweet and this from IDFC MF factsheet.
From a portfolio strategy point of view, in the financial services, we are unable to reconcile deviation between market caps of top 5 banks.
Prof.Mankekar is laughing all the way to the bank with his pharma bets.
Standard Chartered PE: Redington, PI Ind, Innoventive Ind and Man Infracon.
Baring: Manappuram Finance, Muthoot Fin, Mphasis, TD Power, Balmer Lawrie Investments, Shilpa Medicare and KS Oils.
Nalanda: Voltamp Transformers, Ratnamani Metals, Triveni Eng, Kirloskar Oil Engines, Mastek, Vaibhav Gems.Last two has been a disaster (2/2)
Passionate about Indian equities. It is safe to assume that I have vested interest in the stocks discussed.