http://www.arohanvalue.com/2007/12/18/sterlite-industries-possibly-branching-out-to-banking/ Commentary on investing and events with distinct value tilt Wed, 07 Jan 2009 05:21:37 +0000 http://wordpress.org/?v=2.3.1 http://www.arohanvalue.com/2007/12/18/sterlite-industries-possibly-branching-out-to-banking/#comment-4 arohan Wed, 26 Dec 2007 18:18:00 +0000 http://www.arohanvalue.com/2007/12/18/sterlite-industries-possibly-branching-out-to-banking/#comment-4 Point taken. Indian businesses are generally run a bit different and there is a definite tendency to own a diverse set of businesses. Case in point: Reliance, Tata, Birla Group, etc Point taken. Indian businesses are generally run a bit different and there is a definite tendency to own a diverse set of businesses. Case in point: Reliance, Tata, Birla Group, etc

]]> http://www.arohanvalue.com/2007/12/18/sterlite-industries-possibly-branching-out-to-banking/#comment-3 Prince of Wall Street Mon, 24 Dec 2007 06:18:00 +0000 http://www.arohanvalue.com/2007/12/18/sterlite-industries-possibly-branching-out-to-banking/#comment-3 I can't understand why they would be considering a move into banking when there is going to be serious consolidation in mining stocks over the next 18-24 months. Seems like the company will be worth more to a possible suitor if it stays a mining pure play in India. I can’t understand why they would be considering a move into banking when there is going to be serious consolidation in mining stocks over the next 18-24 months. Seems like the company will be worth more to a possible suitor if it stays a mining pure play in India.

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