Attractive Fishing Areas | India - What's Screening Well?
We have devised a few screens to identify long opportunities in the Indian markets. While there are different investment strategies out there, we...
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India - Liquidity Sucks
Don't Count on BPCL Sale; Runway to Get Deal Done Is Short; Plan B - More of a Bait & Switch - is Highly Likely; Moody’s Rightly Cut...
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BPCL - Thoughts on the Potential Government Stake Sale
Bharat Petroleum Corp (BPCL IN) is engaged in the business of refining crude oil and marketing of petroleum products. It is India's second largest...
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India: Big Shortfall in Tax Collections, but Fiscal Deficit Likely to Be Contained
Tax revenues in India are running sharply lower than budget estimate. At current run rate, tax revenues would miss the budget estimate by almost...
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NTPC Ltd (NTPC IN): It May Not Need More Power Plants but Can't Say "No" Under Govt Pressure
There are news reports that Govt of India wants to sell its 63.79% stake in Sjvn Ltd (SJVN IN) to NTPC Ltd (NTPC IN) which will cost approximately...
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