2005 – 2010

October – December 2005 January 23, 2006 On the overall market, we continue to be cautious. This, however has not stopped us from looking for bargains. We found a few in the first week of January. In the last quarter, we also purchased Novartis which on a price to sales basis was trading at a …

October – December 2005 Read More »

July – September 2005 October 21, 2005 You may be surprised as to why the equity exposure is increasing with a rising Sensex level, instead of the other way round. The reason is that stocks that were previously unattractive became candidates for inclusion in the portfolio because of the appearance of catalysts. For instance, Binani …

July – September 2005 Read More »