Supreme Court allows import of Petcoke with some caveats : Relief for Aluminium and Calcining Industry Please find the attached note on the same. Niveshaay Update on Petcoke II Advertisements
CHAPTER 1: TRUST DEFICIT If someone painted India’s NBFC rout in the colors of Lehman crisis, we wouldn’t call it foul as there are uncanny similarities in the US sub-prime boom and India’s NBFC surge. Over a quarter of multi-baggers in the last five years would be an NBFC. These shadow banks have been witnessing… Continue reading Telltale of NBFCs
Our view on the Indian Paper Industry. Please find the attached link on the same. Indian Paper Industry 2018
We have been getting queries from many people after the notification issued by the government on banning the use of Petcoke and there are many messages floating around various circles regarding the same. Many people are not sure how would it affect the business of Rain Industries Ltd. We would try to throw some light… Continue reading Update on Petcoke Ban for Rain Industries Ltd.
We are happy to share that Rain Industries Ltd. has reported a good set of results which were better than our expectations. This quarter was one of the most challenging quarters in the past… Continue reading Rain Industries Ltd. Q2 2018 Update
Few moats are like an iceberg, what meets the eye and lies before us is tiny compared to what lies beneath it. Our Undervalued Metal Proxy turns into a proxy to the U.S. Growth, Protectionism and Electric Vehicle Revolution As a stock picker, time and again you get humbled by extraordinary return you… Continue reading Discovering New Moats as we continue our journey with Rain Industries Ltd.
The stunning decision taken by the government to demonetise Rs. 500 and Rs. 1000 notes has astonished the nation. This initiative may have long term benefits to the economy but at the same time, the ripple down effect of this expeditious move to tackle the menace of black money and corruption cannot be understated.… Continue reading Modi’s checkmate to black money could be a game-changer !!!