INDIA
The Ghost of Rakesh Jhunjhunwala: Shankar Sharma on India's big bull
Writing as Le Grand Fromage, the market veteran remembers his association with the Indian market's big bull. He says, Indian investors have a Sholay problem. Rakesh has become the sole yardstick, the lone arbiter of whether you are a successful investor or just a DeLorean trying to become a Ferrari Purosangue.
BUSINESS
Ratan Tata's steel will motor along
Once Ratan Tata had control, he set about reshaping the group in his own thinking. And that was to take bold aggressive bets, not just incrementalism.
BUSINESS
Shankar Sharma’s take on smallcaps: Could the bull be getting tired?
The matadors are all out there with sharpened stiletto's, inflicting scars on its hide in the form of SME scams, regulatory warnings, RBI crackdowns, funding winters, et al says Sharma
BUSINESS
The original dream merchant: Shankar Sharma's tribute to Big Bull RJ
Market veteran and a close friend, Shankar Sharma chronicles good times with the billionaire investor, putting up ‘show fights’ and jousting. RJ was the one who gave Indian investors a ‘New Hope’
BUSINESS
Supply shortage, soaring demand drive up commodity prices, Shankar Sharma explains backwardation in lumber and tin
The premium for commodities that can be delivered now versus later into the future is the highest since 2007, signalling just how strong is the demand for raw materials and how tight supplies are.
