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

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

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.

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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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