http://www.subramoney.com/book-written-by-me/ A few days ago I wrote a post saying why I sold most of my shares in a south based sugar company. It was scary when Rahul Gandhi said – some of the losses have to be borne by the mills if the farmers have to benefit. Politicians can keep prices very different from […]

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I was sitting on a pile of sugar shares, and sugar is doing well. Frankly I think 2010 and 2011 are likely to be bullish for sugar mills profitability will only get better. The retail sugar price is unlikely to come down and this ensures good EPS. Given good eps and buying by institutions sugar […]

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