“India is at the cusp of multi-year revival in earnings”

Mirae Asset's Neelesh Surana on how he has positioned his portfolio and the risk factors that he is tracking closely 

N Mahalakshmi - March 01, 2021

RITES is a great play on railways. Fund managers feel not much can go wrong

With a diversified asset-light model and an attractive valuation, this PSU is loved by mutual funds   

Shruti Venkatesh - October 10, 2020

Cochin Shipyard has been sailing at full steam. Now, the weather is turning rough

The PSU is navigating a rough sea, and time will prove if it is the sturdiest sailor around  

V Keshavdev - October 08, 2020

Market goes crazy over a few and ignores the ‘core’

A self-fulfilling prophecy has been playing out with quality companies attracting more inflows 

N Mahalakshmi - September 30, 2020

Is the current ‘polarized’ market, the new normal?

In a liquidity fueled environment, the textbook definition of ‘value’ has long ceased to exist 

September 30, 2020

Is India's largest insurer as rock-solid as it is made out to be?

LIC's opaque fund management, dismal capital allocation and low profitability are cause for concern 

V Keshavdev - September 08, 2020

Why LIC, the country’s largest insurer may never live up to its potential

Its legacy way of doing things could just see it lose market share to aggressive private insurers

September 08, 2020

This is what the government needs to do to maximize the value of its PSU holdings

Many good PSUs are undervalued because investors are wary about the government's ill-timed selling

Chaitanya Dalmia - September 07, 2020