August 2015

The three questions clients should ask Investment Advisors

Appropriate Asset Allocation is the principal determinant of long term investment returns. We hence inquire about the client’s existing Asset Allocation as a first step in our engagement process.

Is it time for contrarian bets on select companies in the Power Sector?

The power sector in India has been in the dog house for many years. High distribution losses and unbilled power has resulted in bankrupt SEBs (State Electricity Boards).

Indian Pharma industry: Implications of recent developments

Indian pharma leaders – for example Sun and Lupin- have witnessed a 25% price erosion from their highs. Are there structural challenges to growth or just a one off? What are implications for investors?