RAJESH PADMASHALI

  • markets / 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 / 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 / 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 / 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 / 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 / Secret Diary 2019

    “Acquisitions are not something you can train for”

    Secret Diary of Ajit Isaac — Part 3

    October 21, 2019
  • specials / Secret Diary 2019

    "The oil drilling industry taught me how to think on my feet"

    Secret Diary of Ajit Isaac — Part 2

    October 20, 2019
  • specials / 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 — Part 1

    October 19, 2019
  • markets / 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 / 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 / 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 / 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 / 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 / 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