A Lion’s eye on the Bulls and Bears
“In India, companies may fall sick, but promoters rarely do!”
Economic Times has quoted me extensively in today’s edition for my US $ One Billion Valuation for the Fertiliser Business of Tata Chemicals  in their headline story  on Tata Chemicals mulling to sell their Fertliser Business
RBL Bank Ltd (earlier The Ratnakar Bank Ltd) has finally filed it’s Draft Red Herring Prospectus with SEBI yesterday,Tuesday,June 23,2015 The  IPO will in all probability be in a Band of Rs 190 to Rs 200 FY 15 Year End Networth is @ Rs 2200 crs with Book Value @ Rs 75 levels with Equity …
RBL Bank Ltd IPO @ Rs 200 & a Listing Market Cap of over Rs 8000 crs Read More »
Promoted way back in 1986 by the  Mehrotra Family of Delhi, VLS Finance @ Rs 36 (Rs 10) has had a very colourful past ! A candid conversation ,which I had,with one of India’s top Bureaucrats based in New Delhi ,since deceased, in the 1990’s  was peppered with really aggressive and loud colourful language by …
VLS Finance @ just Rs 36 because of a colourful past !~Relax it has Relaxo Footwears! Read More »
Two year ago I had covered Nagarjuna Oil Refinery for a leading Broker on his request when he had excitedly come across to me to confirm if it indeed was a multi-bagger like he had been advised…he had already commenced buying it for Clients and himself and had planned to invest heavily into it I …
Nagarjuna Oil Refinery on upper circuit at Rs 4.70~Saviour in Sight? Read More »
🙂 Must have got something right ! …Swear did not pay for this ! The Top 10 Experts on Economics & Investing in India
I have always held  both Nobel Prize Winner & Yale Professor Robert Shiller and  Wharton Professor Jeremy Siegel in high regard on their macro views on the US Economy  and have quoted them often over the years Their latest take on whether US Equities are overvalued pits these friends against each other. S & P …
Is US Equity Overvalued?~Shiller vs Siegel~Roubini & Grantham bearish Read More »