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Results: A Goliath Marches Ahead

The largest ERW steel pipe maker announced its Q3 results, the company continues its good run. In this post we take a closer look at the results and ...
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A Boundary & a Dot Ball – Q3FY21 Earnings update

Two companies from our LT Multi cap portfolio had come up with their results. While the first went for a boundary, the second played with soft ...
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Stove Kraft IPO: Should you invest?

Stove Kraft Ltd. – kitchen appliance manufacturer – is the fourth company to open its initial public offering in the last seven days. IPOs are seasonal ...
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Parking your Money: Is IDFC First Bank Safe?

How safe is IDFC Bank? How can it offer 7% interest rate on Savings account? You must’ve heard this question at least once in the last few months. ...
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Home First IPO: Should you invest?

It's raining IPOs in 2021 and after IRFC and Indigo Paints which we wrote about, now a housing finance company is making its debut on the markets.  Home ...
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A Chemical Company delivers stellar returns: Is there steam left?

The nifty mid and small cap index have doubled since its lows in March. Some companies in this space have done exceedingly well and have beaten the indices by ...
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The Indian Tractor Industry: In a Sweet Spot?

Agriculture in India contributes to 16% of GDP and 50% of the workforce is employed in agricultural activities, hence the sector carries a lot of importance. ...
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LT Multicap Monthly Fact Sheet: Dec 2020

The Monthly Multicap Portfolio Factsheet will focus on Summarising the performance over the last month and since inception Quick thoughts on overall state ...
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CM Passive Strategy Monthly Fact Sheet: Dec 2020

CM LT Large cap portfolio changed its name to CM Passive Strategy. LT Large cap portfolio was launched in Sep 2018. A significant change happened when we moved ...
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What 2021 Holds For The Telecom Sector

2020 was a turnaround year for Indian telecom companies. But will the growth story continue or will the sector languish under high debt and legal cases. Read ...
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