Category Archives: Energy

Indian Oil Corporation (IOC)

Indian Oil Corporation (IOC) is one of our core portfolio holdings. IOC and other oil marketing companies (OMCs) like BPCL and HPCL are in a good spot these days due to: (a) deregulation of petrol prices which means OMCs can … Continue reading

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Reliance Industries – Long Term Investment

Reliance Industries (RIL) has come down from Rs 1070 levels to Rs 950 levels in the last 3 weeks, without much resistance. The selling pressure was partly due to FIs offloading their holdings, and short-sellers accelerating the downward push. Many … Continue reading

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India Investment Strategy-2010-2015

We believe that our Investment Strategy is the main difference from other investment companies and funds. Before we even come to the company level, we first want to make sure that the industry has, or will have, favorable demand-supply situation … Continue reading

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Reliance Infrastructure update – LIC acquires 14% equity

We all know Life Insurance Corporation of India (LIC) is flush with insurance premium funds in March, and looks for good bargains to deploy those funds for long term, usually 5 years or more. On 11th March, LIC acquired 14% … Continue reading

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