Stocks for the Bear Market – Cyclical play: Ashok Leyland

I came across this quote and it got me thinking – as a stock market investor, how can I make use of the economic slowdown we are witnessing in India right now? The sector that is generally affected the most in an economic slowdown is the auto sector. And hence newspapers have been full of […]

Stocks for the Bear Market – Analysis of AIA Engineering

What kind of stocks should one buy in a bear market? Especially given the fact that bear markets are often accompanied by a slowdown in the local and/or global economy? We need to find companies with robust business models. We want companies with low debt so that they can survive through difficult times. We want […]

Why I sold Sterlite Technolgies at a loss

Why I sold Sterlite Tech at a loss?
The demand-supply conditions for the global optical fiber market are such that it warrants a re-look at Sterlite Tech – a top money spinner of the last 4 years

Investment Analysis – Sadhana Nitro Chem (30 bagger stock)

Should you invest in a stock after it has run-up 15 times in 1 year?
The article is an analysis of a stock in the hot and happening chemicals sector in India.

The article makes a case for assessing the management pedigree and dwells upon the question of what is the one single question which will help you to decide on whether to invest in this opportunity or not.

Betting on Wind Energy Revival – Sanghvi Movers

Sanghvi Movers is a case for potential business turn-around after its revenues fell by half in FY2018 and profits reduced from Rs 109 Crs in 2017 to a loss of Rs (-57) Crs in FY2018 There are specific reasons for this dramatic fall in business fortunes and there are hints of light at the end […]