Nalanda Capital puts its eggs in few baskets, so why did it buy Thermax?
Even though the sector has been a troubled one, the marquee investment firm has increased its stake in the capital goods leader
Anishaa Kumar - June 02, 2020
"Do what is right, not what is convenient... even when it is impossible to know the difference"
Secret Diary of Ravi Venkatesan
N Mahalakshmi - October 23, 2019
Hall of Fame*
They are champions in their domain, leaders and entrepreneurs shaped out of pure grit and unconventional ideas
N Mahalakshmi - October 09, 2019
Glimmer of hope
While capital goods makers are seeing a revival in demand, it still may be a little too early for investors to join the party
Prathamesh Mulye - December 07, 2018
Macro player
Jayesh Gandhi prefers to bet big on sectors rather than stocks
Jash Kriplani - January 25, 2018
Purring Back
Cummins India is down 32% since touching an all-time high in August 2015. Does that make it a value buy?
Jash Kriplani - January 25, 2017
Sitting pretty
KPIT’s niche business model and attractive valuation make it a sound bet
Kripa Mahalingam - August 01, 2015