I have always been bullish on the Indian financial sector. My logic is simple. Any industry where there is a very large disconnect between ...

The Indian Plywood industries is at the cusp of a new era. Over the last few years, the organised players (Century Ply, Green Ply, Kitply e...

I have stopped blogging over the last few months to be on the right side of SEBI's guidelines. Now, that there is some amount of clari...

Sintex has come out with a decent set of results for FY2015.  FY2015 Results (Consolidated) Sales : 7006.6 cr (up 20%) PAT : 528.8 ...

I just finished reading Guy Spier's The Education of a Value Investor . Guy is a well-known value investor who runs the Aquamarine Fund...

Sintex has been part of my portfolio before and suffered a lot due to untimely acquisitions and foreign borrowings. They are still payi...

Another year comes to an end - one which has been an eventful year for India, with a new government at the center, one which has a majori...