“I think Escorts Kubota is a good one to look at. The company benefits from farm equipment sales that will kind of pick up because of the Kubota access to …
Chakri Lokapriya, Managing Partner, RSB LLP, says the power sector will do well with a combination of both renewable as well as thermal power. Maybe they have paused, but secular …
Chakri Lokapriya, Managing Partner, RSB LLP, says the current Supreme Court ruling on mines, allowing states to collect past dues will mean an outgo of about Rs 60,000 crore for …
Chakri Lokapriya, Managing Partner, RSB LLP, says paint stocks at best are a trade because they have corrected very significantly because there is a lot of competition. Two to three …
Chakri Lokapriya, CIO & MD, TCG AMC, says investing in TCS at the current levels is not going to make any returns alpha in the next few months. It is …