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NaMo as PM? What happens to companies that gained from Gujarat's industrialisation

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Post by confuzzled dude Mon Apr 28, 2014 3:08 pm

"If closeness to Modi meant success for these companies, what happens in a scenario when Modi is away — say in Delhi? To answer that question we looked at brokerage Ambit Capital that has been publishing a list of 50 companies in its
series titled 'Good & Clean Portfolio'.
 
Saurabh Mukherjea, CEO, institutional equities, Ambit Capital, explains there were three criteria for choosing the companies that made it to the portfolio: quality of accounting, strong management — and the core competitive advantage of these companies should not be proximity to politicians. Torrent Power, Cadila Healthcare and infrastructure firm Sadbhav Engineering are the Ahmedabad-headquartered companies that find a place in the list. Not on the list: any Adani group company. "
 
http://economictimes.indiatimes.com/news/news-by-company/corporate-trends/narendra-modi-as-pm-what-happens-to-companies-that-gained-from-gujarats-industrialisation/articleshow/34261601.cms
 
-> Not sure whether the author is approving or criticizing; I didn't quite get the message he was trying to send across.

confuzzled dude

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Post by truthbetold Mon Apr 28, 2014 3:20 pm

The author is probably just making a list for stock pickers to think about.
Cbi already made such a list for jagan . just check the names of defendents on each charge sheet.

truthbetold

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Post by confuzzled dude Mon Apr 28, 2014 3:28 pm

truthbetold wrote:The author is probably just making a list for stock pickers to think about.
Cbi already made such a list for jagan . just check the names of defendents on each charge sheet.
Are you suggesting that this list will eventually will make CBI's list.

confuzzled dude

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Post by truthbetold Mon Apr 28, 2014 7:29 pm

confuzzled dude wrote:
truthbetold wrote:The author is probably just making a list for stock pickers to think about.
Cbi already made such a list for jagan . just check the names of defendents on each charge sheet.
Are you suggesting that this list will eventually will make CBI's list.

Jagan's List, as I said earlier, is prepared by cbi. It so happens that it is also the candidate list for ysrc party.

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