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S H Kelkar – Proxy to FMCG Exposure

S H Kelkar – Proxy to FMCG Exposure Rs 190 In the past few quarters, sectors such as capital goods, infra, power, PSU, defence etc. have gone up several times leaving investors dizzy with confusion

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Kennametal India Ltd – An infra bet?

Kennametal India Ltd Rs 3250 Kennametal India Ltd (KIL) is a 75% subsidiary of Kennametal Inc USA and enjoys its parent’s support in R&D, technology and managerial guidance. The company maintains its accounting year from July

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Som Distilleries – A Heady Brew?

SOM DISTILLERIES Rs 315 Not too long ago, liquor consumption in India was done furtively under shadows, away from the public eye. Society looked down upon drinking as a sin and the government did its

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Sky Gold Ltd – Will it glitter?

Direct positive correlation between prosperity and higher discretionary spending is set in stone. Across the world, as incomes grow, expenses on cars, white goods, jewellery, luxury items rise. India is going through this phase of

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Delta Corp – Investment or Gamble?

Investing in stocks is considered equivalent to going to a casino by many. How would then investing in a stock which runs casinos be viewed by them? Russian roulette perhaps!  While this is certainly not

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DCB Bank

The business of banking is simple. 1) Borrow cheap 2) Lend high 3) Grow at high rate 4) Recover the money lent. The basics of these facets are briefly discussed below: –  1) BORROW CHEAP

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Goldiam International – Diamonds are Forever

Diamonds are aspirational. Diamonds are forever. Diamonds are a girl’s best friend.Diamonds are also expensive. Diamonds are a poor investment. Diamonds are not ESG friendly. Enter LGD (lab grown diamonds) which have the same characteristics

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KDDL – Times of Luxury

As per past global data, consumer spending especially in the high-end luxury segment explodes as a country’s per capita income rises from lower middle to upper middle income level. India’s present per capita income is

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