Is it time for contrarian bets on select companies in the Power Sector? Is it time for contrarian bets on select companies in the Power Sector?
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  • About Us
    • Guiding Principles
    • Team
  • Product
    • Product Offering
    • Portfolio Performance
    • Fee Structure
    • Direct Onboarding
    • FAQs
  • Perspectives
    • Blogs
    • Select Company Perspectives
    • PERSPECTIVES ON QUESTIONS FROM CLIENT PARTNERS
    • QUARTERLY LETTERS
  • Client Login
  • Disclosures
    • Fee Calculation Tool
    • Investor complaints
    • REGULATORY DETAILS
    • Disclosure document
    • Investor charter
    • UPI payment details
    • Stewardship Code
  • Contact Us

Equity

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).

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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?

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Why buy quality – a lesson from college days

Over the last weekend, I met friends from Engineering School days, some I had not seen for over 20 years.   As copious amounts of beer was imbibed, we exchanged memories and achievements of our cohort of 1995.

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