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Posts tagged Jayant Sinha

Investors Fret As Subramanian Swamy’s Charge-Sheet Means Popular RBI Guv Raghuram Rajan Will Be Denied Second Term



The tirade by Subramanian Swamy, a trusted confidante of NAMO, demanding that RBI Governor Raghuram Rajan be sacked immediately for alleged “Anti-India” activities is worrying investors because it implies that a change in the office of the fiscal regulator is imminent

NAMO’s Battle With Kanhaiya, Perhaps A Sun Tzu Tactic, Splits Loyalties Of Ace Stock Pickers



NAMO has been flayed by the intelligentsia for the handling of the JNU-Kanhaiya affair and the EPF-tax fiasco. However, it is possible that both of these issues are actually red herrings designed to distract the opposition and divert their attention from more pressing issues. The ace stock pickers also appear to have fallen victim to NAMO’s gambit

Meet Punita & Jayant Sinha, The Fund Manager Power Couple Worth Rs. 55 Crore



Punita Kumar-Sinha and her spouse Jayant Sinha are a power couple in the field of investments and fund management. They are now set to play a pivotal role in the field of politics

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  • Saurabh Mukherjea has shuffled his PMS portfolios
    Saurabh Mukherjea has shuffled his PMS portfolios. Bajaj Finserv & CMS Info are added to the Kings of Capital portfolio. Ahluwalia Contracts is added to Rising Giants portfolio while Clean Science is added to Little Champs. Eureka Forbes is exited as there is intense competition ... Saurabh Mukherjea has shuffled his PMS portfolios
  • Anant Raj is riding India's data center wave. TP ₹1100 (31%)
    Anant Raj is riding India's data center wave. Multiple growth levers are at play. Strong pre-sales, collections & operational cash flows underpin its growth. Significant revenue, EBITDA margin expansion & long-term value creation expected. TP ₹1100 (31%) Download research report... Anant Raj is riding India's data center wave. TP ₹1100 (31%)
  • Mukul Agrawal's portfolio has 56 stocks valued at ₹7,329 Cr in Dec'24 (vs ₹4,695 Cr in 2023, up +56%
    Mukul Agrawal's portfolio has 56 stocks valued at ₹7,329 Cr in Dec'24 (vs ₹4,695 Cr in 2023, up +56%). 6 stocks ASM, Hind Rectifier, Neuland, LT Foods, Pearl Global & Concord are multibaggers with 100%+ YoY gain. Other big YoY winners are Raghav (97%), PTC (95%) & Nuvama (91%) ... Mukul Agrawal's portfolio has 56 […]
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