RAJESH PADMASHALI

markets 5 / Feature
Will AVT Natural Products be back in favour?
The low-key company with an established business model is banking on new ingredients to fire up its growth

June 03, 2021
the big story 1 / Lead Story
Why is the BSE valued at only $350 million?
The valuation of Asia’s oldest stock exchange is a fraction that of market leader NSE. Is it justified?

March 15, 2021
markets 5 / Feature
Is Castrol India a mispriced deep value bet or just a dividend play?
The lubricants major’s valuation has eroded over fears of volume contraction due to the onset of electric vehicles

January 15, 2021
the big story 1 / Lead Story
Is it time to get off the equity gravy train?
The benchmark indices are at an all-time high despite mutual funds selling all the way

January 15, 2021
the big story 1 / Lead Story
Why, along with OpenAg, UPL needs OpenAc
The agrochemical giant’s operating catchphrase is OpenAg - open agriculture network. What it needs right now is OpenAc - open accounting

December 18, 2020
specials 34 / Secret Diary 2019
“I didn't realise it then, but dad was my first mentor and continues to be my guiding light”
Secret Diary of Ajit Isaac

October 19, 2019
markets 5 / Trend
"In India, valuations appear stretched and growth projections unrealistic"
Ben Inker, head of GMO’s Asset Allocation team, explains why emerging markets figure highly in their portfolio, but India and the US not as much
October 16, 2019
specials 34 / The Berkshire Special + India's Fastest Growing Companies
"Never put any moat on a pedestal"
Pat Dorsey, Founder, Dorsey Asset Management
June 07, 2019
specials 34 / The Berkshire Special + India's Fastest Growing Companies
Uneasy Calm
Flush with cash, institutional investors are paying a high price for a cheery consensus. Those lining up for a fire sale may not have to wait too long
June 06, 2019
specials 34 / The Berkshire Special + India's Fastest Growing Companies
"To check overconfidence, rely on pre-mortems and contrarian teams"
Michael Mauboussin, Director of Research, BlueMountain Capital Management
June 05, 2019
specials 34 / The Berkshire Special 2018
The ever-evolving Mr. Buffett
The Oracle of Omaha’s journey has been one of continuous transformation
May 31, 2018
specials 34 / The Berkshire Special 2018
"If your thesis is correct, hold the stock regardless of what the price is doing"
Baron Capital’s Ron Baron on his firm’s investing framework, his bet on Tesla, and more
May 30, 2018
specials 34 / The Berkshire Special 2018
"Unlike in the past where EMs magnified US market swings, they face less downside risk now"
Research Affiliates’ Rob Arnott talks about bubbles, Smart Beta and the risk to the US market
May 29, 2018
specials 34 / The Berkshire Special 2018
"Prudence in owning outstanding companies is not necessarily about buying them cheap"
Giverny Capital’s Francois Rochon on sizing up management, and why investing is an imprecise art
May 28, 2018

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