On CNBC-TV18: Discussing Suzlon and Bharat Forge with Anuj Singhal and Ekta Batra

I was on CNBC TV18 two days ago, talking about Suzlon and Bharat Forge and so on:

Some of the things I’ll add more on:

• For more about what we think on Suzlon, that is, a more contrary view, check these two posts out:

• Suzlon faces 70% dilution on FCCB conversion

• Suzlon rids itself of REPower but it’s still overburdened.

• We’ve written about how Nifty company profits are down 7% in the December quarter, even as markets make new highs.

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