I was on CNBC TV18 two days ago, talking about Suzlon and Bharat Forge and so on:
Some of the things I’ll add more on:
- For more about what we think on Suzlon, that is, a more contrary view, check these two posts out:
- Suzlon faces 70% dilution on FCCB conversion
- Suzlon rids itself of REPower but it’s still overburdened.
- We’ve written about how Nifty company profits are down 7% in the December quarter, even as markets make new highs.
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