A few days back I had written a detailed research note on Swaraj Engines Ltd. As expected the slowdown in tractors sales is a reality. Mahindra & Mahindra announced their results 2 days ago. They had a decent quarter with net profit up 26% year-on-year. What’s of interest are the tractor sales figures as these […]
What lies beneath – infrastructure companies in India
Infrastructure companies build grand roads, dams, bridges and buildings that are awe inspiring. But the same admiration is not felt for their listed stocks. At least not after the financial crisis of 2008. Animal spirits in the years leading up to the crash took infrastructure stocks to dizzying valuations. Companies only had to announce the […]
Are mid-cap and small cap stocks overvalued right now?
Economic Slowdown Economic figures for India clearly are pointing to a slowdown. In such a scenario how does it impact the stock market? At an aggregate level, it is common knowledge that large caps handle battering far better than mid-caps and small caps. Page 17 of Times of India, 6 August 2012, Monday, has an […]
Swaraj Engines Ltd. stock research – a promising small cap company
One of the companies I have invested in since last year is Swaraj Engines Ltd. It is a small cap stock with a market cap of RS. 490 cr as of close of day, 3 August 2012. Summary Manufactures and supplies tractor engines for Mahindra & Mahindra’s “Swaraj” brand of tractors. Indian agriculture sector has […]
The pretense of knowledge – Friedrich Hayek
Today we will talk about Friedrich August von Hayek (1899-1992), one of the leading proponents of the Austrian School of economics.
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